CIA
PFFD icon

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

Capital Investment 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
2022
Q3 		– Sell
-13,606
Closed -$289K – 564
2022
Q2 		$289K Buy
+13,606
New +$295K 0.01% 439

Other funds holding PFFD

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capital Investment Advisors's PFFD Position: Q3 2022 in Review

Capital Investment Advisors sold out of Global X US Preferred ETF (PFFD) in Q3 2022, closing a stake of 13,606 shares — an estimated $289K sold.

Capital Investment Advisors first reported a position in PFFD in Q2 2022 and held it in 1 quarter. The position peaked at $289K in Q2 2022. 208 funds tracked by Wall St. Rank hold PFFD as of Q3 2022.

  • Capital Investment Advisors reported no remaining Global X US Preferred ETF position as of Q3 2022 after selling out during the quarter.
  • Capital Investment Advisors sold 13,606 Global X US Preferred ETF shares in Q3 2022, an estimated $289K.
  • Capital Investment Advisors first reported a position in Global X US Preferred ETF in Q2 2022 and held it in 1 quarter.
  • Capital Investment Advisors's Global X US Preferred ETF position peaked at $289K in Q2 2022.
  • 208 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2022.

Based on Capital Investment Advisors's 13F filing for Q3 2022, filed 5 Oct 2022.