FormulaFolio Investments’s Global X US Preferred ETF PFFD Stock Holding History

FormulaFolio Investments’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
2021 Q2	$4.09M	Buy	156,345 +3,779	+2%	+$97.3K	1.37%	19
2021 Q1	$3.89M	Sell	152,566 -1,449,072	-90%	-$36.7M	1.26%	21
2020 Q4	$41.3M	Buy	1,601,638 +626,626	+64%	+$15.9M	0.87%	28
2020 Q3	$24.1M	Buy	975,012 +732,214	+302%	+$17.9M	0.93%	27
2020 Q2	$5.71M	Sell	242,798 -14,386	-6%	-$335K	0.23%	56
2020 Q1	$5.63M	Buy	257,184 +189,932	+282%	+$4.58M	0.3%	47
2019 Q4	$1.68M	Buy	+67,252	New	+$1.68M	0.06%	127

Other funds holding PFFD

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

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

CSIA

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

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

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

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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

FormulaFolio Investments's PFFD Position: Q2 2021 in Review

FormulaFolio Investments increased its Global X US Preferred ETF (PFFD) stake by 2.5% in Q2 2021, buying an estimated $97.3K and bringing the position to 156,345 shares worth $4.09M. The position accounts for 1.37% of the portfolio, ranked #19.

FormulaFolio Investments first reported a position in PFFD in Q4 2019 and has held it in 7 quarters since. The position peaked at $41.3M in Q4 2020. 180 funds tracked by Wall St. Rank hold PFFD as of Q2 2021.

FormulaFolio Investments held 156,345 shares of Global X US Preferred ETF worth $4.09M as of Q2 2021.
FormulaFolio Investments bought 3,779 Global X US Preferred ETF shares in Q2 2021, an estimated $97.3K.
Global X US Preferred ETF made up 1.37% of FormulaFolio Investments's portfolio in Q2 2021, its #19 holding.
FormulaFolio Investments first reported a position in Global X US Preferred ETF in Q4 2019 and has held it in 7 quarters since.
FormulaFolio Investments's Global X US Preferred ETF position peaked at $41.3M in Q4 2020.
180 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.