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

Advisor Resource Council’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 Q3	–	Sell	-12,265	Closed	-$260K	–	392
2022 Q2	$260K	Buy	+12,265	New	+$266K	0.02%	400
2022 Q1	–	Sell	-12,995	Closed	-$335K	–	434
2021 Q4	$335K	Buy	+12,995	New	+$333K	0.03%	408
2021 Q3	–	Sell	-11,047	Closed	-$289K	–	398
2021 Q2	$289K	Buy	+11,047	New	+$285K	0.03%	395

Other funds holding PFFD

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CSIA

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

EVM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Advisor Resource Council's PFFD Position: Q3 2022 in Review

Advisor Resource Council sold out of Global X US Preferred ETF (PFFD) in Q3 2022, closing a stake of 12,265 shares — an estimated $260K sold.

Advisor Resource Council first reported a position in PFFD in Q2 2021 and held it in 3 quarters. The position peaked at $335K in Q4 2021. 208 funds tracked by Wall St. Rank hold PFFD as of Q3 2022.

Advisor Resource Council reported no remaining Global X US Preferred ETF position as of Q3 2022 after selling out during the quarter.
Advisor Resource Council sold 12,265 Global X US Preferred ETF shares in Q3 2022, an estimated $260K.
Advisor Resource Council first reported a position in Global X US Preferred ETF in Q2 2021 and held it in 3 quarters.
Advisor Resource Council's Global X US Preferred ETF position peaked at $335K in Q4 2021.
208 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2022.

Based on Advisor Resource Council's 13F filing for Q3 2022, filed 26 Oct 2022.