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

OneDigital Investment 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	-11,326	Closed	-$266K	–	772
2022 Q1	$266K	Sell	11,326 -11,452	-50%	-$274K	0.01%	630
2021 Q4	$587K	Sell	22,778 -2,420	-10%	-$62K	0.02%	400
2021 Q3	$649K	Buy	25,198 +14,026	+126%	+$365K	0.03%	355
2021 Q2	$292K	Buy	+11,172	New	+$288K	0.01%	563

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 $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

OneDigital Investment Advisors's PFFD Position: Q2 2022 in Review

OneDigital Investment Advisors sold out of Global X US Preferred ETF (PFFD) in Q2 2022, closing a stake of 11,326 shares — an estimated $266K sold.

OneDigital Investment Advisors first reported a position in PFFD in Q2 2021 and held it in 4 quarters. The position peaked at $649K in Q3 2021. 214 funds tracked by Wall St. Rank hold PFFD as of Q2 2022.

OneDigital Investment Advisors reported no remaining Global X US Preferred ETF position as of Q2 2022 after selling out during the quarter.
OneDigital Investment Advisors sold 11,326 Global X US Preferred ETF shares in Q2 2022, an estimated $266K.
OneDigital Investment Advisors first reported a position in Global X US Preferred ETF in Q2 2021 and held it in 4 quarters.
OneDigital Investment Advisors's Global X US Preferred ETF position peaked at $649K in Q3 2021.
214 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2022.

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