Legacy Wealth Partners (California)’s Global X US Preferred ETF PFFD Stock Holding History

Legacy Wealth Partners (California)’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 Q2	$343K	Buy	13,117 +755	+6%	+$19.4K	0.19%	75
2021 Q1	$315K	Sell	12,362 -3,128	-20%	-$79.3K	0.18%	70
2020 Q4	$400K	Sell	15,490 -124	-0.8%	-$3.14K	0.25%	73
2020 Q3	$387K	Sell	15,614 -620	-4%	-$15.2K	0.27%	61
2020 Q2	$382K	Sell	16,234 -2,373	-13%	-$55.3K	0.29%	69
2020 Q1	$407K	Buy	18,607 +1,318	+8%	+$31.8K	0.38%	57
2019 Q4	$440K	Buy	+17,289	New	+$432K	0.32%	67

Other funds holding PFFD

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Legacy Wealth Partners (California)'s PFFD Position: Q2 2021 in Review

Legacy Wealth Partners (California) increased its Global X US Preferred ETF (PFFD) stake by 6.1% in Q2 2021, buying an estimated $19.4K and bringing the position to 13,117 shares worth $343K. The position accounts for 0.19% of the portfolio, ranked #75.

Legacy Wealth Partners (California) first reported a position in PFFD in Q4 2019 and has held it in 7 quarters since. The position peaked at $440K in Q4 2019. 180 funds tracked by Wall St. Rank hold PFFD as of Q2 2021.

Legacy Wealth Partners (California) held 13,117 shares of Global X US Preferred ETF worth $343K as of Q2 2021.
Legacy Wealth Partners (California) bought 755 Global X US Preferred ETF shares in Q2 2021, an estimated $19.4K.
Global X US Preferred ETF made up 0.19% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #75 holding.
Legacy Wealth Partners (California) first reported a position in Global X US Preferred ETF in Q4 2019 and has held it in 7 quarters since.
Legacy Wealth Partners (California)'s Global X US Preferred ETF position peaked at $440K in Q4 2019.
180 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.