EPG Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History

EPG Wealth Management’s Portfolio PFFD Stock Details PFFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-3,189	Closed	-$70K	–	586
2020 Q1	$70K	Buy	+3,189	New	+$76.8K	0.05%	229

Other funds holding PFFD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

JIP

JBJ Investment Partners Charleston, South Carolina $485M AUM 11.36% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

EPG Wealth Management's PFFD Position: Q2 2020 in Review

EPG Wealth Management sold out of Global X US Preferred ETF (PFFD) in Q2 2020, closing a stake of 3,189 shares — an estimated $70K sold.

EPG Wealth Management first reported a position in PFFD in Q1 2020 and held it in 1 quarter. The position peaked at $70K in Q1 2020. 89 funds tracked by Wall St. Rank hold PFFD as of Q2 2020.

EPG Wealth Management reported no remaining Global X US Preferred ETF position as of Q2 2020 after selling out during the quarter.
EPG Wealth Management sold 3,189 Global X US Preferred ETF shares in Q2 2020, an estimated $70K.
EPG Wealth Management first reported a position in Global X US Preferred ETF in Q1 2020 and held it in 1 quarter.
EPG Wealth Management's Global X US Preferred ETF position peaked at $70K in Q1 2020.
89 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.