Fiduciary Planning’s Global X US Preferred ETF PFFD Stock Holding History

Fiduciary Planning’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
2020 Q1	–	Sell	-31,286	Closed	-$795K	–	65
2019 Q4	$795K	Buy	+31,286	New	+$781K	0.73%	23

Other funds holding PFFD

CSIA

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

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

JIP

JBJ Investment Partners Charleston, South Carolina $485M AUM 11.36% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

Fiduciary Planning's PFFD Position: Q1 2020 in Review

Fiduciary Planning sold out of Global X US Preferred ETF (PFFD) in Q1 2020, closing a stake of 31,286 shares — an estimated $795K sold.

Fiduciary Planning first reported a position in PFFD in Q4 2019 and held it in 1 quarter. The position peaked at $795K in Q4 2019. 79 funds tracked by Wall St. Rank hold PFFD as of Q1 2020.

Fiduciary Planning reported no remaining Global X US Preferred ETF position as of Q1 2020 after selling out during the quarter.
Fiduciary Planning sold 31,286 Global X US Preferred ETF shares in Q1 2020, an estimated $795K.
Fiduciary Planning first reported a position in Global X US Preferred ETF in Q4 2019 and held it in 1 quarter.
Fiduciary Planning's Global X US Preferred ETF position peaked at $795K in Q4 2019.
79 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2020.

Based on Fiduciary Planning's 13F filing for Q1 2020, filed 8 May 2020.