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 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

Strategic Wealth Investment Group's PFFD Position: Q2 2022 in Review

Strategic Wealth Investment Group sold out of Global X US Preferred ETF (PFFD) in Q2 2022, closing a stake of 9,266 shares — an estimated $218K sold.

Strategic Wealth Investment Group first reported a position in PFFD in Q4 2019 and held it in 8 quarters. The position peaked at $241K in Q2 2021. 214 funds tracked by Wall St. Rank hold PFFD as of Q2 2022.

Strategic Wealth Investment Group reported no remaining Global X US Preferred ETF position as of Q2 2022 after selling out during the quarter.
Strategic Wealth Investment Group sold 9,266 Global X US Preferred ETF shares in Q2 2022, an estimated $218K.
Strategic Wealth Investment Group first reported a position in Global X US Preferred ETF in Q4 2019 and held it in 8 quarters.
Strategic Wealth Investment Group's Global X US Preferred ETF position peaked at $241K in Q2 2021.
214 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2022.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2022, filed 8 Aug 2022.