Ladenburg Thalmann Financial Services’s Global X US Preferred ETF PFFD Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$655K	Buy	26,177 +2,128	+9%	+$53.1K	﹤0.01%	1598
2019 Q3	$603K	Buy	24,049 +10,041	+72%	+$249K	﹤0.01%	1608
2019 Q2	$343K	Buy	14,008 +1,378	+11%	+$33.5K	﹤0.01%	2031
2019 Q1	$304K	Buy	12,630 +230	+2%	+$5.45K	﹤0.01%	2075
2018 Q4	$279K	Buy	+12,400	New	+$287K	﹤0.01%	1971

Other funds holding PFFD

CSIA

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

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

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

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

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

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Ladenburg Thalmann Financial Services's PFFD Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Global X US Preferred ETF (PFFD) stake by 8.8% in Q4 2019, buying an estimated $53.1K and bringing the position to 26,177 shares worth $655K. The position accounts for ﹤0.01% of the portfolio, ranked #1598.

Ladenburg Thalmann Financial Services first reported a position in PFFD in Q4 2018 and has held it in 5 quarters since. 72 funds tracked by Wall St. Rank hold PFFD as of Q4 2019.

Ladenburg Thalmann Financial Services held 26,177 shares of Global X US Preferred ETF worth $655K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 2,128 Global X US Preferred ETF shares in Q4 2019, an estimated $53.1K.
Global X US Preferred ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1598 holding.
Ladenburg Thalmann Financial Services first reported a position in Global X US Preferred ETF in Q4 2018 and has held it in 5 quarters since.
72 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.