Carroll Financial Associates’s Global X US Preferred ETF PFFD Stock Holding History

Carroll Financial Associates’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	$218K	Buy	8,542 +794	+10%	+$20.3K	0.01%	377
2021 Q3	$199K	Buy	7,748 +3,159	+69%	+$82.1K	0.01%	393
2021 Q2	$120K	Buy	4,589 +58	+1%	+$1.49K	0.01%	537
2021 Q1	$115K	Buy	4,531 +26	+0.6%	+$659	0.01%	526
2020 Q4	$116K	Buy	4,505 +38	+0.9%	+$962	0.01%	487
2020 Q3	$110K	Buy	4,467 +1,257	+39%	+$30.8K	0.01%	462
2020 Q2	$75K	Buy	3,210 +13	+0.4%	+$303	0.01%	542
2020 Q1	$69K	Buy	3,197 +576	+22%	+$13.9K	0.01%	505
2019 Q4	$65K	Buy	2,621 +3	+0.1%	+$75	0.01%	596
2019 Q3	$65K	Buy	2,618 +45	+2%	+$1.12K	0.01%	585
2019 Q2	$63K	Buy	2,573 +207	+9%	+$5.03K	0.01%	579
2019 Q1	$56K	Hold	2,366	–	–	0.01%	543
2018 Q4	$54K	Buy	+2,366	New	+$54.8K	0.01%	474

Other funds holding PFFD

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

CSIA

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Carroll Financial Associates's PFFD Position: Q4 2021 in Review

Carroll Financial Associates increased its Global X US Preferred ETF (PFFD) stake by 10% in Q4 2021, buying an estimated $20.3K and bringing the position to 8,542 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #377.

Carroll Financial Associates first reported a position in PFFD in Q4 2018 and has held it in 13 quarters since. 230 funds tracked by Wall St. Rank hold PFFD as of Q4 2021.

Carroll Financial Associates held 8,542 shares of Global X US Preferred ETF worth $218K as of Q4 2021.
Carroll Financial Associates bought 794 Global X US Preferred ETF shares in Q4 2021, an estimated $20.3K.
Global X US Preferred ETF made up 0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #377 holding.
Carroll Financial Associates first reported a position in Global X US Preferred ETF in Q4 2018 and has held it in 13 quarters since.
230 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.