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

Glovista 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
2022 Q1	–	Sell	-230,686	Closed	-$5.93M	–	71
2021 Q4	$5.93M	Sell	230,686 -16,930	-7%	-$434K	1.64%	18
2021 Q3	$6.37M	Sell	247,616 -4,655	-2%	-$121K	1.86%	15
2021 Q2	$6.59M	Buy	+252,271	New	+$6.5M	1.56%	13
2021 Q1	–	Sell	-93,634	Closed	-$2.41M	–	119
2020 Q4	$2.41M	Buy	+93,634	New	+$2.37M	0.79%	40

Other funds holding PFFD

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Glovista Investments's PFFD Position: Q1 2022 in Review

Glovista Investments sold out of Global X US Preferred ETF (PFFD) in Q1 2022, closing a stake of 230,686 shares — an estimated $5.93M sold.

Glovista Investments first reported a position in PFFD in Q4 2020 and held it in 4 quarters. The position peaked at $6.59M in Q2 2021. 223 funds tracked by Wall St. Rank hold PFFD as of Q1 2022.

Glovista Investments reported no remaining Global X US Preferred ETF position as of Q1 2022 after selling out during the quarter.
Glovista Investments sold 230,686 Global X US Preferred ETF shares in Q1 2022, an estimated $5.93M.
Glovista Investments first reported a position in Global X US Preferred ETF in Q4 2020 and held it in 4 quarters.
Glovista Investments's Global X US Preferred ETF position peaked at $6.59M in Q2 2021.
223 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2022.

Based on Glovista Investments's 13F filing for Q1 2022, filed 16 May 2022.