FFG
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Fortem Financial Group’s Global X US Preferred ETF PFFD Stock Holding History

Fortem Financial Group’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
Q1 		– Sell
-100
Closed -$3K – 364
2020
Q4 		$3K Buy
+100
New +$2.53K ﹤0.01% 436

Other funds holding PFFD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
RWG
Ratio Wealth Group Denver, Colorado $537M AUM 15.16% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

Fortem Financial Group's PFFD Position: Q1 2021 in Review

Fortem Financial Group sold out of Global X US Preferred ETF (PFFD) in Q1 2021, closing a stake of 100 shares — an estimated $3K sold.

Fortem Financial Group first reported a position in PFFD in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 151 funds tracked by Wall St. Rank hold PFFD as of Q1 2021.

  • Fortem Financial Group reported no remaining Global X US Preferred ETF position as of Q1 2021 after selling out during the quarter.
  • Fortem Financial Group sold 100 Global X US Preferred ETF shares in Q1 2021, an estimated $3K.
  • Fortem Financial Group first reported a position in Global X US Preferred ETF in Q4 2020 and held it in 1 quarter.
  • Fortem Financial Group's Global X US Preferred ETF position peaked at $3K in Q4 2020.
  • 151 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.