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Sittner & Nelson’s Global X US Preferred ETF PFFD Stock Holding History

Sittner & Nelson’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
-5,000
Closed -$129K – 450
2021
Q4 		$129K Buy
+5,000
New +$128K 0.08% 128

Other funds holding PFFD

RA
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
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

Sittner & Nelson's PFFD Position: Q1 2022 in Review

Sittner & Nelson sold out of Global X US Preferred ETF (PFFD) in Q1 2022, closing a stake of 5,000 shares — an estimated $129K sold.

Sittner & Nelson first reported a position in PFFD in Q4 2021 and held it in 1 quarter. The position peaked at $129K in Q4 2021. 223 funds tracked by Wall St. Rank hold PFFD as of Q1 2022.

  • Sittner & Nelson reported no remaining Global X US Preferred ETF position as of Q1 2022 after selling out during the quarter.
  • Sittner & Nelson sold 5,000 Global X US Preferred ETF shares in Q1 2022, an estimated $129K.
  • Sittner & Nelson first reported a position in Global X US Preferred ETF in Q4 2021 and held it in 1 quarter.
  • Sittner & Nelson's Global X US Preferred ETF position peaked at $129K in Q4 2021.
  • 223 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2022.

Based on Sittner & Nelson's 13F filing for Q1 2022, filed 10 May 2022.