Advisor Group’s Global X US Preferred ETF PFFD Stock Holding History

Advisor 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
2019 Q4	$321K	Buy	12,804 +8,504	+198%	+$212K	﹤0.01%	1999
2019 Q3	$108K	Buy	+4,300	New	+$107K	﹤0.01%	2833
2018 Q4	–	Sell	-2,068	Closed	-$50K	–	5193
2018 Q3	$50K	Buy	2,068 +29	+1%	+$708	﹤0.01%	3289
2018 Q2	$50K	Buy	2,039 +30	+1%	+$727	﹤0.01%	3108
2018 Q1	$49K	Buy	2,009 +29	+1%	+$709	﹤0.01%	3080
2017 Q4	$49K	Buy	+1,980	New	+$49.6K	﹤0.01%	3098

Other funds holding PFFD

CSIA

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

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

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Advisor Group's PFFD Position: Q4 2019 in Review

Advisor Group increased its Global X US Preferred ETF (PFFD) stake by 198% in Q4 2019, buying an estimated $212K and bringing the position to 12,804 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #1999.

Advisor Group first reported a position in PFFD in Q4 2017 and has held it in 6 quarters since. 72 funds tracked by Wall St. Rank hold PFFD as of Q4 2019.

Advisor Group held 12,804 shares of Global X US Preferred ETF worth $321K as of Q4 2019.
Advisor Group bought 8,504 Global X US Preferred ETF shares in Q4 2019, an estimated $212K.
Global X US Preferred ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1999 holding.
Advisor Group first reported a position in Global X US Preferred ETF in Q4 2017 and has held it in 6 quarters since.
72 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.