Bel Air Investment Advisors’s Global X US Preferred ETF PFFD Stock Holding History

Bel Air Investment Advisors’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
2021 Q2	$305K	Buy	+11,665	New	+$300K	0.01%	317

Other funds holding PFFD

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CSIA

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EVM

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

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

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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Bel Air Investment Advisors's PFFD Position: Q2 2021 in Review

Bel Air Investment Advisors opened a new position in Global X US Preferred ETF (PFFD) in Q2 2021: 11,665 shares worth $305K. The stake represents 0.01% of the portfolio and ranks #317 among its holdings.

180 funds tracked by Wall St. Rank hold PFFD as of Q2 2021.

Bel Air Investment Advisors held 11,665 shares of Global X US Preferred ETF worth $305K as of Q2 2021.
Global X US Preferred ETF was a new Bel Air Investment Advisors position in Q2 2021.
Global X US Preferred ETF made up 0.01% of Bel Air Investment Advisors's portfolio in Q2 2021, its #317 holding.
180 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.