Stonebridge Financial Planning Group’s Global X US Preferred ETF PFFD Stock Holding History

Stonebridge Financial Planning Group’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	-4,350	Closed	-$106K	–	291
2021 Q4	$106K	Buy	4,350 +2,770	+175%	+$71K	0.06%	156
2021 Q3	$41K	Buy	1,580 +930	+143%	+$24.2K	0.02%	236
2021 Q2	$17K	Buy	+650	New	+$16.7K	0.01%	313

Other funds holding PFFD

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

EVM

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

Stonebridge Financial Planning Group's PFFD Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Global X US Preferred ETF (PFFD) in Q1 2022, closing a stake of 4,350 shares — an estimated $106K sold.

Stonebridge Financial Planning Group first reported a position in PFFD in Q2 2021 and held it in 3 quarters. The position peaked at $106K in Q4 2021. 223 funds tracked by Wall St. Rank hold PFFD as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining Global X US Preferred ETF position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 4,350 Global X US Preferred ETF shares in Q1 2022, an estimated $106K.
Stonebridge Financial Planning Group first reported a position in Global X US Preferred ETF in Q2 2021 and held it in 3 quarters.
Stonebridge Financial Planning Group's Global X US Preferred ETF position peaked at $106K in Q4 2021.
223 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.