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Financial Partners Group (Kansas)’s Global X US Preferred ETF PFFD Stock Holding History

Financial Partners Group (Kansas)’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
-63,506
Closed -$1.61M – 80
2019
Q4 		$1.61M Sell
63,506
-3,640
-5% -$90.9K 0.63% 29
2019
Q3 		$1.69M Buy
+67,146
New +$1.67M 0.75% 26

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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AssetMark Inc
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
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
Mirae Asset Global Investments
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

Financial Partners Group (Kansas)'s PFFD Position: Q1 2020 in Review

Financial Partners Group (Kansas) sold out of Global X US Preferred ETF (PFFD) in Q1 2020, closing a stake of 63,506 shares — an estimated $1.61M sold.

Financial Partners Group (Kansas) first reported a position in PFFD in Q3 2019 and held it in 2 quarters. The position peaked at $1.69M in Q3 2019. 79 funds tracked by Wall St. Rank hold PFFD as of Q1 2020.

  • Financial Partners Group (Kansas) reported no remaining Global X US Preferred ETF position as of Q1 2020 after selling out during the quarter.
  • Financial Partners Group (Kansas) sold 63,506 Global X US Preferred ETF shares in Q1 2020, an estimated $1.61M.
  • Financial Partners Group (Kansas) first reported a position in Global X US Preferred ETF in Q3 2019 and held it in 2 quarters.
  • Financial Partners Group (Kansas)'s Global X US Preferred ETF position peaked at $1.69M in Q3 2019.
  • 79 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2020.

Based on Financial Partners Group (Kansas)'s 13F filing for Q1 2020, filed 14 May 2020.