PWM
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Pinnacle Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History

Pinnacle Wealth Management’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
Q1 		– Sell
-173,968
Closed -$4.48M – 52
2021
Q4 		$4.48M Buy
+173,968
New +$4.46M 3.83% 5

Other funds holding PFFD

RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
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

Pinnacle Wealth Management's PFFD Position: Q1 2022 in Review

Pinnacle Wealth Management sold out of Global X US Preferred ETF (PFFD) in Q1 2022, closing a stake of 173,968 shares — an estimated $4.48M sold.

Pinnacle Wealth Management first reported a position in PFFD in Q4 2021 and held it in 1 quarter. The position peaked at $4.48M in Q4 2021. 223 funds tracked by Wall St. Rank hold PFFD as of Q1 2022.

  • Pinnacle Wealth Management reported no remaining Global X US Preferred ETF position as of Q1 2022 after selling out during the quarter.
  • Pinnacle Wealth Management sold 173,968 Global X US Preferred ETF shares in Q1 2022, an estimated $4.48M.
  • Pinnacle Wealth Management first reported a position in Global X US Preferred ETF in Q4 2021 and held it in 1 quarter.
  • Pinnacle Wealth Management's Global X US Preferred ETF position peaked at $4.48M in Q4 2021.
  • 223 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2022.

Based on Pinnacle Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.