Certified Advisory Corp’s Global X US Preferred ETF PFFD Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-1,209	Closed	-$31K	–	581
2021 Q1	$31K	Buy	+1,209	New	+$30.7K	0.01%	420

Other funds holding PFFD

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

Certified Advisory Corp's PFFD Position: Q2 2021 in Review

Certified Advisory Corp sold out of Global X US Preferred ETF (PFFD) in Q2 2021, closing a stake of 1,209 shares — an estimated $31K sold.

Certified Advisory Corp first reported a position in PFFD in Q1 2021 and held it in 1 quarter. The position peaked at $31K in Q1 2021. 180 funds tracked by Wall St. Rank hold PFFD as of Q2 2021.

Certified Advisory Corp reported no remaining Global X US Preferred ETF position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 1,209 Global X US Preferred ETF shares in Q2 2021, an estimated $31K.
Certified Advisory Corp first reported a position in Global X US Preferred ETF in Q1 2021 and held it in 1 quarter.
Certified Advisory Corp's Global X US Preferred ETF position peaked at $31K in Q1 2021.
180 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.