Boys Arnold & Co’s Global X US Preferred ETF PFFD Stock Holding History

Boys Arnold & Co’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
2020 Q2	–	Sell	-54,625	Closed	-$1.2M	–	159
2020 Q1	$1.2M	Buy	54,625 +3,000	+6%	+$72.3K	0.21%	104
2019 Q4	$1.29M	Buy	51,625 +8,025	+18%	+$200K	0.18%	114
2019 Q3	$1.09M	Buy	43,600 +16,100	+59%	+$400K	0.16%	125
2019 Q2	$674K	Buy	27,500 +17,500	+175%	+$425K	0.1%	167
2019 Q1	$241K	Buy	+10,000	New	+$237K	0.04%	251

Other funds holding PFFD

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

CSIA

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

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

JIP

JBJ Investment Partners Charleston, South Carolina $485M AUM 11.36% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

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

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Boys Arnold & Co's PFFD Position: Q2 2020 in Review

Boys Arnold & Co sold out of Global X US Preferred ETF (PFFD) in Q2 2020, closing a stake of 54,625 shares — an estimated $1.2M sold.

Boys Arnold & Co first reported a position in PFFD in Q1 2019 and held it in 5 quarters. The position peaked at $1.29M in Q4 2019. 89 funds tracked by Wall St. Rank hold PFFD as of Q2 2020.

Boys Arnold & Co reported no remaining Global X US Preferred ETF position as of Q2 2020 after selling out during the quarter.
Boys Arnold & Co sold 54,625 Global X US Preferred ETF shares in Q2 2020, an estimated $1.2M.
Boys Arnold & Co first reported a position in Global X US Preferred ETF in Q1 2019 and held it in 5 quarters.
Boys Arnold & Co's Global X US Preferred ETF position peaked at $1.29M in Q4 2019.
89 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2020.

Based on Boys Arnold & Co's 13F filing for Q2 2020.