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PFFD icon

Simplicity Solutions’s Global X US Preferred ETF PFFD Stock Holding History

Simplicity Solutions’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
2021
Q1 		– Sell
-239,877
Closed -$6.19M – 828
2020
Q4 		$6.19M Sell
239,877
-35,671
-13% -$903K 0.09% 197
2020
Q3 		$6.82M Sell
275,548
-565
-0.2% -$13.8K 0.13% 152
2020
Q2 		$6.49M Sell
276,113
-25,034
-8% -$583K 0.13% 153
2020
Q1 		$6.59M Buy
301,147
+123,685
+70% +$2.98M 0.2% 83
2019
Q4 		$4.44M Buy
+177,462
New +$4.43M 0.14% 134

Other funds holding PFFD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
RWG
Ratio Wealth Group Denver, Colorado $537M AUM 15.16% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

Simplicity Solutions's PFFD Position: Q1 2021 in Review

Simplicity Solutions sold out of Global X US Preferred ETF (PFFD) in Q1 2021, closing a stake of 239,877 shares — an estimated $6.19M sold.

Simplicity Solutions first reported a position in PFFD in Q4 2019 and held it in 5 quarters. The position peaked at $6.82M in Q3 2020. 151 funds tracked by Wall St. Rank hold PFFD as of Q1 2021.

  • Simplicity Solutions reported no remaining Global X US Preferred ETF position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 239,877 Global X US Preferred ETF shares in Q1 2021, an estimated $6.19M.
  • Simplicity Solutions first reported a position in Global X US Preferred ETF in Q4 2019 and held it in 5 quarters.
  • Simplicity Solutions's Global X US Preferred ETF position peaked at $6.82M in Q3 2020.
  • 151 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.