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

Total Clarity 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	-1,025	Closed	-$26K	–	708
2021 Q4	$26K	Hold	1,025	–	–	0.01%	517
2021 Q3	$26K	Buy	+1,025	New	+$26.7K	0.01%	513
2021 Q2	–	Sell	-175	Closed	-$4K	–	586
2021 Q1	$4K	Buy	+175	New	+$4.44K	﹤0.01%	733

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

Total Clarity Wealth Management's PFFD Position: Q1 2022 in Review

Total Clarity Wealth Management sold out of Global X US Preferred ETF (PFFD) in Q1 2022, closing a stake of 1,025 shares — an estimated $26K sold.

Total Clarity Wealth Management first reported a position in PFFD in Q1 2021 and held it in 3 quarters. The position peaked at $26K in Q4 2021. 223 funds tracked by Wall St. Rank hold PFFD as of Q1 2022.

Total Clarity Wealth Management reported no remaining Global X US Preferred ETF position as of Q1 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 1,025 Global X US Preferred ETF shares in Q1 2022, an estimated $26K.
Total Clarity Wealth Management first reported a position in Global X US Preferred ETF in Q1 2021 and held it in 3 quarters.
Total Clarity Wealth Management's Global X US Preferred ETF position peaked at $26K in Q4 2021.
223 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2022.

Based on Total Clarity Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.