Hochman Cole Investment Advisors’s Global X US Preferred ETF PFFD Stock Holding History

Hochman Cole Investment Advisors’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 Q3	$14.3M	Buy	553,362 +13,506	+3%	+$351K	5.58%	5
2021 Q2	$14.1M	Buy	539,856 +109,699	+26%	+$2.83M	5.64%	5
2021 Q1	$11M	Buy	430,157 +38,741	+10%	+$982K	4.61%	6
2020 Q4	$10.1M	Buy	391,416 +75,486	+24%	+$1.91M	4.35%	6
2020 Q3	$7.82M	Buy	315,930 +110,943	+54%	+$2.72M	3.85%	7
2020 Q2	$4.82M	Buy	204,987 +52,474	+34%	+$1.22M	2.66%	8
2020 Q1	$3.34M	Sell	152,513 -1,896	-1%	-$45.7K	2.29%	11
2019 Q4	$3.87M	Buy	+154,409	New	+$3.85M	2.11%	12

Other funds holding PFFD

ETC

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

BCM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $1.09B AUM 11.58% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

RWG

Ratio Wealth Group Denver, Colorado $537M AUM 15.16% 1-Year Est. Return

Hochman Cole Investment Advisors's PFFD Position: Q3 2021 in Review

Hochman Cole Investment Advisors increased its Global X US Preferred ETF (PFFD) stake by 2.5% in Q3 2021, buying an estimated $351K and bringing the position to 553,362 shares worth $14.3M. The position accounts for 5.58% of the portfolio, ranked #5.

Hochman Cole Investment Advisors first reported a position in PFFD in Q4 2019 and has held it in 8 quarters since. 190 funds tracked by Wall St. Rank hold PFFD as of Q3 2021.

Hochman Cole Investment Advisors held 553,362 shares of Global X US Preferred ETF worth $14.3M as of Q3 2021.
Hochman Cole Investment Advisors bought 13,506 Global X US Preferred ETF shares in Q3 2021, an estimated $351K.
Global X US Preferred ETF made up 5.58% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #5 holding.
Hochman Cole Investment Advisors first reported a position in Global X US Preferred ETF in Q4 2019 and has held it in 8 quarters since.
190 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.