Solstein Capital’s Global X US Preferred ETF PFFD Stock Holding History

Solstein Capital’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	-2,052	Closed	-$48K	–	378
2022 Q1	$48K	Buy	2,052 +28	+1%	+$670	0.03%	198
2021 Q4	$52K	Buy	2,024 +26	+1%	+$666	0.03%	211
2021 Q3	$51K	Buy	+1,998	New	+$52K	0.03%	230

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 $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return

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

RWG

Ratio Wealth Group Denver, Colorado $537M AUM 15.16% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Solstein Capital's PFFD Position: Q2 2022 in Review

Solstein Capital sold out of Global X US Preferred ETF (PFFD) in Q2 2022, closing a stake of 2,052 shares — an estimated $48K sold.

Solstein Capital first reported a position in PFFD in Q3 2021 and held it in 3 quarters. The position peaked at $52K in Q4 2021. 214 funds tracked by Wall St. Rank hold PFFD as of Q2 2022.

Solstein Capital reported no remaining Global X US Preferred ETF position as of Q2 2022 after selling out during the quarter.
Solstein Capital sold 2,052 Global X US Preferred ETF shares in Q2 2022, an estimated $48K.
Solstein Capital first reported a position in Global X US Preferred ETF in Q3 2021 and held it in 3 quarters.
Solstein Capital's Global X US Preferred ETF position peaked at $52K in Q4 2021.
214 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2022.

Based on Solstein Capital's 13F filing for Q2 2022, filed 9 Aug 2022.