Biltmore Capital Advisors’s Global X US Preferred ETF PFFD Stock Holding History

Biltmore Capital 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 Q4	$6.07M	Buy	235,596 +11,826	+5%	+$303K	1.01%	21
2021 Q3	$5.76M	Buy	223,770 +322	+0.1%	+$8.37K	1.06%	23
2021 Q2	$5.85M	Buy	223,448 +7,598	+4%	+$196K	1.07%	25
2021 Q1	$5.51M	Sell	215,850 -2,670	-1%	-$67.7K	1.19%	24
2020 Q4	$5.64M	Buy	+218,520	New	+$5.53M	1.54%	16

Other funds holding PFFD

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

BCM

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

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

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

CSIA

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

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

RWG

Ratio Wealth Group Denver, Colorado $537M AUM 15.16% 1-Year Est. Return

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

Biltmore Capital Advisors's PFFD Position: Q4 2021 in Review

Biltmore Capital Advisors increased its Global X US Preferred ETF (PFFD) stake by 5.3% in Q4 2021, buying an estimated $303K and bringing the position to 235,596 shares worth $6.07M. The position accounts for 1.01% of the portfolio, ranked #21.

Biltmore Capital Advisors first reported a position in PFFD in Q4 2020 and has held it in 5 quarters since. 230 funds tracked by Wall St. Rank hold PFFD as of Q4 2021.

Biltmore Capital Advisors held 235,596 shares of Global X US Preferred ETF worth $6.07M as of Q4 2021.
Biltmore Capital Advisors bought 11,826 Global X US Preferred ETF shares in Q4 2021, an estimated $303K.
Global X US Preferred ETF made up 1.01% of Biltmore Capital Advisors's portfolio in Q4 2021, its #21 holding.
Biltmore Capital Advisors first reported a position in Global X US Preferred ETF in Q4 2020 and has held it in 5 quarters since.
230 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2021.

Based on Biltmore Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.