Titus Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History

Titus Wealth 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
2022 Q1	–	Sell	-9,635	Closed	-$248K	–	174
2021 Q4	$248K	Sell	9,635 -1,350	-12%	-$34.6K	0.11%	142
2021 Q3	$283K	Sell	10,985 -2,200	-17%	-$57.2K	0.15%	116
2021 Q2	$345K	Buy	+13,185	New	+$340K	0.19%	92

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 22.96% 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

Titus Wealth Management's PFFD Position: Q1 2022 in Review

Titus Wealth Management sold out of Global X US Preferred ETF (PFFD) in Q1 2022, closing a stake of 9,635 shares — an estimated $248K sold.

Titus Wealth Management first reported a position in PFFD in Q2 2021 and held it in 3 quarters. The position peaked at $345K in Q2 2021. 223 funds tracked by Wall St. Rank hold PFFD as of Q1 2022.

Titus Wealth Management reported no remaining Global X US Preferred ETF position as of Q1 2022 after selling out during the quarter.
Titus Wealth Management sold 9,635 Global X US Preferred ETF shares in Q1 2022, an estimated $248K.
Titus Wealth Management first reported a position in Global X US Preferred ETF in Q2 2021 and held it in 3 quarters.
Titus Wealth Management's Global X US Preferred ETF position peaked at $345K in Q2 2021.
223 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2022.

Based on Titus Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.