Herold Advisors’s Global X US Preferred ETF PFFD Stock Holding History

Herold Advisors’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 Q2	–	Sell	-4,365	Closed	-$103K	–	534
2022 Q1	$103K	Buy	+4,365	New	+$104K	0.04%	266
2021 Q4	–	Sell	-3,635	Closed	-$93K	–	521
2021 Q3	$93K	Buy	+3,635	New	+$94.5K	0.04%	288

Other funds holding PFFD

EVM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

RWG

Ratio Wealth Group Denver, Colorado $537M AUM 15.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Herold Advisors's PFFD Position: Q2 2022 in Review

Herold Advisors sold out of Global X US Preferred ETF (PFFD) in Q2 2022, closing a stake of 4,365 shares — an estimated $103K sold.

Herold Advisors first reported a position in PFFD in Q3 2021 and held it in 2 quarters. The position peaked at $103K in Q1 2022. 214 funds tracked by Wall St. Rank hold PFFD as of Q2 2022.

Herold Advisors reported no remaining Global X US Preferred ETF position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 4,365 Global X US Preferred ETF shares in Q2 2022, an estimated $103K.
Herold Advisors first reported a position in Global X US Preferred ETF in Q3 2021 and held it in 2 quarters.
Herold Advisors's Global X US Preferred ETF position peaked at $103K in Q1 2022.
214 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.