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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 0.17% 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
JIP
JBJ Investment Partners Charleston, South Carolina $485M AUM 11.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return