LIG
PFFD icon

Lokken Investment Group’s Global X US Preferred ETF PFFD Stock Holding History

Lokken Investment Group’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
-29,281
Closed -$636K – 123
2022
Q1 		$636K Buy
29,281
+1,735
+6% +$41.5K 0.5% 44
2021
Q4 		$710K Buy
27,546
+5
+0% +$128 0.51% 40
2021
Q3 		$709K Buy
27,541
+2,339
+9% +$60.8K 0.56% 40
2021
Q2 		$660K Buy
+25,202
New +$649K 0.54% 47

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 $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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 $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Lokken Investment Group's PFFD Position: Q2 2022 in Review

Lokken Investment Group sold out of Global X US Preferred ETF (PFFD) in Q2 2022, closing a stake of 29,281 shares — an estimated $636K sold.

Lokken Investment Group first reported a position in PFFD in Q2 2021 and held it in 4 quarters. The position peaked at $710K in Q4 2021. 214 funds tracked by Wall St. Rank hold PFFD as of Q2 2022.

  • Lokken Investment Group reported no remaining Global X US Preferred ETF position as of Q2 2022 after selling out during the quarter.
  • Lokken Investment Group sold 29,281 Global X US Preferred ETF shares in Q2 2022, an estimated $636K.
  • Lokken Investment Group first reported a position in Global X US Preferred ETF in Q2 2021 and held it in 4 quarters.
  • Lokken Investment Group's Global X US Preferred ETF position peaked at $710K in Q4 2021.
  • 214 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2022.

Based on Lokken Investment Group's 13F filing for Q2 2022, filed 8 Aug 2022.