Patriot Financial Group Insurance Agency’s Global X US Preferred ETF PFFD Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-1,510	Closed	-$32K	–	1504
2022 Q2	$32K	Sell	1,510 -227	-13%	-$4.92K	0.01%	875
2022 Q1	$41K	Sell	1,737 -736	-30%	-$17.6K	0.01%	842
2021 Q4	$64K	Sell	2,473 -171	-6%	-$4.38K	0.01%	784
2021 Q3	$68K	Buy	+2,644	New	+$68.8K	0.01%	764

Other funds holding PFFD

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PFFD Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Global X US Preferred ETF (PFFD) in Q3 2022, closing a stake of 1,510 shares — an estimated $32K sold.

Patriot Financial Group Insurance Agency first reported a position in PFFD in Q3 2021 and held it in 4 quarters. The position peaked at $68K in Q3 2021. 208 funds tracked by Wall St. Rank hold PFFD as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Global X US Preferred ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,510 Global X US Preferred ETF shares in Q3 2022, an estimated $32K.
Patriot Financial Group Insurance Agency first reported a position in Global X US Preferred ETF in Q3 2021 and held it in 4 quarters.
Patriot Financial Group Insurance Agency's Global X US Preferred ETF position peaked at $68K in Q3 2021.
208 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.