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PFFD icon

Grace Capital’s Global X US Preferred ETF PFFD Stock Holding History

Grace Capital’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
Q4 		$303K Buy
11,780
+2,530
+27% +$64.8K 0.18% 114
2021
Q3 		$238K Buy
+9,250
New +$241K 0.15% 132

Other funds holding PFFD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RWG
Ratio Wealth Group Denver, Colorado $537M AUM 15.16% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Grace Capital's PFFD Position: Q4 2021 in Review

Grace Capital increased its Global X US Preferred ETF (PFFD) stake by 27% in Q4 2021, buying an estimated $64.8K and bringing the position to 11,780 shares worth $303K. The position accounts for 0.18% of the portfolio, ranked #114.

Grace Capital first reported a position in PFFD in Q3 2021 and has held it in 2 quarters since. 230 funds tracked by Wall St. Rank hold PFFD as of Q4 2021.

  • Grace Capital held 11,780 shares of Global X US Preferred ETF worth $303K as of Q4 2021.
  • Grace Capital bought 2,530 Global X US Preferred ETF shares in Q4 2021, an estimated $64.8K.
  • Global X US Preferred ETF made up 0.18% of Grace Capital's portfolio in Q4 2021, its #114 holding.
  • Grace Capital first reported a position in Global X US Preferred ETF in Q3 2021 and has held it in 2 quarters since.
  • 230 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2021.

Based on Grace Capital's 13F filing for Q4 2021, filed 2 Feb 2022.