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Cahill Financial Advisors’s Global X US Preferred ETF PFFD Stock Holding History

Cahill Financial 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 		– Sell
-18
Closed – – 601
2021
Q3 		$0 Buy
+18
New +$468 ﹤0.01% 855

Other funds holding PFFD

Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
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
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)
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
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Cahill Financial Advisors's PFFD Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Global X US Preferred ETF (PFFD) in Q4 2021, closing a stake of 18 shares.

Cahill Financial Advisors first reported a position in PFFD in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 230 funds tracked by Wall St. Rank hold PFFD as of Q4 2021.

  • Cahill Financial Advisors reported no remaining Global X US Preferred ETF position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 18 Global X US Preferred ETF shares in Q4 2021.
  • Cahill Financial Advisors first reported a position in Global X US Preferred ETF in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's Global X US Preferred ETF position peaked at $0 in Q3 2021.
  • 230 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.