Matthew Hamilton Rosenberg’s Global X US Preferred ETF PFFD Stock Holding History

Matthew Hamilton Rosenberg’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	-216	Closed	-$5K	–	806
2022 Q1	$5K	Sell	216 -1,711	-89%	-$41K	﹤0.01%	680
2021 Q4	$50K	Buy	+1,927	New	+$49.4K	0.02%	416

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

Matthew Hamilton Rosenberg's PFFD Position: Q2 2022 in Review

Matthew Hamilton Rosenberg sold out of Global X US Preferred ETF (PFFD) in Q2 2022, closing a stake of 216 shares — an estimated $5K sold.

Matthew Hamilton Rosenberg first reported a position in PFFD in Q4 2021 and held it in 2 quarters. The position peaked at $50K in Q4 2021. 214 funds tracked by Wall St. Rank hold PFFD as of Q2 2022.

Matthew Hamilton Rosenberg reported no remaining Global X US Preferred ETF position as of Q2 2022 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 216 Global X US Preferred ETF shares in Q2 2022, an estimated $5K.
Matthew Hamilton Rosenberg first reported a position in Global X US Preferred ETF in Q4 2021 and held it in 2 quarters.
Matthew Hamilton Rosenberg's Global X US Preferred ETF position peaked at $50K in Q4 2021.
214 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2022.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2022, filed 15 Jul 2022.