Stringer Asset Management’s Global X US Preferred ETF PFFD Stock Holding History

Stringer Asset Management’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
2021 Q1	–	Sell	-60,783	Closed	-$1.57M	–	37
2020 Q4	$1.57M	Sell	60,783 -1,006	-2%	-$25.5K	1.65%	24
2020 Q3	$1.53M	Buy	61,789 +2,135	+4%	+$52.3K	1.69%	24
2020 Q2	$1.4M	Buy	+59,654	New	+$1.39M	1.63%	25

Other funds holding PFFD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

EVM

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

RWG

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

BFS

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

Stringer Asset Management's PFFD Position: Q1 2021 in Review

Stringer Asset Management sold out of Global X US Preferred ETF (PFFD) in Q1 2021, closing a stake of 60,783 shares — an estimated $1.57M sold.

Stringer Asset Management first reported a position in PFFD in Q2 2020 and held it in 3 quarters. The position peaked at $1.57M in Q4 2020. 151 funds tracked by Wall St. Rank hold PFFD as of Q1 2021.

Stringer Asset Management reported no remaining Global X US Preferred ETF position as of Q1 2021 after selling out during the quarter.
Stringer Asset Management sold 60,783 Global X US Preferred ETF shares in Q1 2021, an estimated $1.57M.
Stringer Asset Management first reported a position in Global X US Preferred ETF in Q2 2020 and held it in 3 quarters.
Stringer Asset Management's Global X US Preferred ETF position peaked at $1.57M in Q4 2020.
151 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2021.

Based on Stringer Asset Management's 13F filing for Q1 2021, filed 17 May 2021.