Burney Company’s Global X US Preferred ETF PFFD Stock Holding History

Burney Company’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
2022 Q4	–	Sell	-13,687	Closed	-$281K	–	563
2022 Q3	$281K	Hold	13,687	–	–	0.02%	480
2022 Q2	$290K	Sell	13,687 -1,000	-7%	-$21.7K	0.02%	473
2022 Q1	$345K	Sell	14,687 -1,806	-11%	-$43.2K	0.02%	473
2021 Q4	$425K	Sell	16,493 -1,401	-8%	-$35.9K	0.02%	439
2021 Q3	$461K	Buy	17,894 +3,990	+29%	+$104K	0.02%	425
2021 Q2	$364K	Buy	13,904 +3,755	+37%	+$96.7K	0.02%	463
2021 Q1	$259K	Buy	+10,149	New	+$257K	0.01%	503

Other funds holding PFFD

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Burney Company's PFFD Position: Q4 2022 in Review

Burney Company sold out of Global X US Preferred ETF (PFFD) in Q4 2022, closing a stake of 13,687 shares — an estimated $281K sold.

Burney Company first reported a position in PFFD in Q1 2021 and held it in 7 quarters. The position peaked at $461K in Q3 2021. 220 funds tracked by Wall St. Rank hold PFFD as of Q4 2022.

Burney Company reported no remaining Global X US Preferred ETF position as of Q4 2022 after selling out during the quarter.
Burney Company sold 13,687 Global X US Preferred ETF shares in Q4 2022, an estimated $281K.
Burney Company first reported a position in Global X US Preferred ETF in Q1 2021 and held it in 7 quarters.
Burney Company's Global X US Preferred ETF position peaked at $461K in Q3 2021.
220 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2022.

Based on Burney Company's 13F filing for Q4 2022, filed 6 Feb 2023.