KWA
PFFD icon

KCS Wealth Advisory’s Global X US Preferred ETF PFFD Stock Holding History

KCS Wealth Advisory’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
-11,160
Closed -$262K – 168
2022
Q1 		$262K Buy
11,160
+306
+3% +$7.33K 0.12% 139
2021
Q4 		$280K Buy
10,854
+580
+6% +$14.9K 0.11% 141
2021
Q3 		$265K Buy
10,274
+454
+5% +$11.8K 0.13% 131
2021
Q2 		$257K Buy
+9,820
New +$253K 0.12% 137

Other funds holding PFFD

EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

KCS Wealth Advisory's PFFD Position: Q2 2022 in Review

KCS Wealth Advisory sold out of Global X US Preferred ETF (PFFD) in Q2 2022, closing a stake of 11,160 shares — an estimated $262K sold.

KCS Wealth Advisory first reported a position in PFFD in Q2 2021 and held it in 4 quarters. The position peaked at $280K in Q4 2021. 214 funds tracked by Wall St. Rank hold PFFD as of Q2 2022.

  • KCS Wealth Advisory reported no remaining Global X US Preferred ETF position as of Q2 2022 after selling out during the quarter.
  • KCS Wealth Advisory sold 11,160 Global X US Preferred ETF shares in Q2 2022, an estimated $262K.
  • KCS Wealth Advisory first reported a position in Global X US Preferred ETF in Q2 2021 and held it in 4 quarters.
  • KCS Wealth Advisory's Global X US Preferred ETF position peaked at $280K in Q4 2021.
  • 214 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2022.

Based on KCS Wealth Advisory's 13F filing for Q2 2022, filed 22 Jul 2022.