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

FSB Premier 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
2022
Q1 		– Sell
-2,608
Closed -$67K – 400
2021
Q4 		$67K Buy
+2,608
New +$66.8K 0.03% 212

Other funds holding PFFD

RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

FSB Premier Wealth Management's PFFD Position: Q1 2022 in Review

FSB Premier Wealth Management sold out of Global X US Preferred ETF (PFFD) in Q1 2022, closing a stake of 2,608 shares — an estimated $67K sold.

FSB Premier Wealth Management first reported a position in PFFD in Q4 2021 and held it in 1 quarter. The position peaked at $67K in Q4 2021. 223 funds tracked by Wall St. Rank hold PFFD as of Q1 2022.

  • FSB Premier Wealth Management reported no remaining Global X US Preferred ETF position as of Q1 2022 after selling out during the quarter.
  • FSB Premier Wealth Management sold 2,608 Global X US Preferred ETF shares in Q1 2022, an estimated $67K.
  • FSB Premier Wealth Management first reported a position in Global X US Preferred ETF in Q4 2021 and held it in 1 quarter.
  • FSB Premier Wealth Management's Global X US Preferred ETF position peaked at $67K in Q4 2021.
  • 223 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2022.

Based on FSB Premier Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.