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Strategic Wealth Investment Group’s Global X US Preferred ETF PFFD Stock Holding History

Strategic Wealth Investment 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
Q2 		– Sell
-9,266
Closed -$218K – 142
2022
Q1 		$218K Buy
+9,266
New +$222K 0.05% 92
2021
Q4 		– Sell
-9,291
Closed -$239K – 98
2021
Q3 		$239K Buy
9,291
+96
+1% +$2.5K 0.07% 75
2021
Q2 		$241K Buy
9,195
+96
+1% +$2.47K 0.09% 74
2021
Q1 		$232K Buy
9,099
+95
+1% +$2.41K 0.11% 69
2020
Q4 		$232K Sell
9,004
-312
-3% -$7.9K 0.14% 71
2020
Q3 		$231K Buy
9,316
+411
+5% +$10.1K 0.17% 76
2020
Q2 		$209K Buy
+8,905
New +$207K 0.2% 68
2020
Q1 		– Sell
-9,599
Closed -$240K – 52
2019
Q4 		$240K Buy
+9,599
New +$240K 0.25% 50

Other funds holding PFFD

EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
RWG
Ratio Wealth Group Denver, Colorado $537M AUM 15.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return