FFWM
PPTY

Future Financial Wealth Management’s US Diversified Real Estate ETF PPTY Stock Holding History

Future Financial Wealth Management’s Portfolio PPTY Stock Details PPTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,762
Closed -$67K – 375
2022
Q1 		$67K Hold
1,762
– – 0.06% 233
2021
Q4 		$69K Buy
+1,762
New +$66.3K 0.06% 237

Other funds holding PPTY

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FCM
Firestone Capital Management Coral Gables, Florida $480M AUM 15.33% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

Future Financial Wealth Management's PPTY Position: Q2 2022 in Review

Future Financial Wealth Management sold out of US Diversified Real Estate ETF (PPTY) in Q2 2022, closing a stake of 1,762 shares — an estimated $67K sold.

Future Financial Wealth Management first reported a position in PPTY in Q4 2021 and held it in 2 quarters. The position peaked at $69K in Q4 2021. 14 funds tracked by Wall St. Rank hold PPTY as of Q2 2022.

  • Future Financial Wealth Management reported no remaining US Diversified Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • Future Financial Wealth Management sold 1,762 US Diversified Real Estate ETF shares in Q2 2022, an estimated $67K.
  • Future Financial Wealth Management first reported a position in US Diversified Real Estate ETF in Q4 2021 and held it in 2 quarters.
  • Future Financial Wealth Management's US Diversified Real Estate ETF position peaked at $69K in Q4 2021.
  • 14 funds tracked by Wall St. Rank held US Diversified Real Estate ETF as of Q2 2022.

Based on Future Financial Wealth Management's 13F filing for Q2 2022, filed 5 Jul 2022.