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Avantax Planning Partners’s Global X US Preferred ETF PFFD Stock Holding History

Avantax Planning Partners’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
Q1 		– Sell
-20,015
Closed -$451K – 310
2018
Q4 		$451K Buy
+20,015
New +$463K 0.03% 155

Other funds holding PFFD

CSIA
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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Avantax Planning Partners's PFFD Position: Q1 2019 in Review

Avantax Planning Partners sold out of Global X US Preferred ETF (PFFD) in Q1 2019, closing a stake of 20,015 shares — an estimated $451K sold.

Avantax Planning Partners first reported a position in PFFD in Q4 2018 and held it in 1 quarter. The position peaked at $451K in Q4 2018. 37 funds tracked by Wall St. Rank hold PFFD as of Q1 2019.

  • Avantax Planning Partners reported no remaining Global X US Preferred ETF position as of Q1 2019 after selling out during the quarter.
  • Avantax Planning Partners sold 20,015 Global X US Preferred ETF shares in Q1 2019, an estimated $451K.
  • Avantax Planning Partners first reported a position in Global X US Preferred ETF in Q4 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Global X US Preferred ETF position peaked at $451K in Q4 2018.
  • 37 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2019.

Based on Avantax Planning Partners's 13F filing for Q1 2019, filed 8 May 2019.