Mariner Independent Advisor Network’s Global X US Preferred ETF PFFD Stock Holding History

Mariner Independent Advisor Network’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
2022 Q3	$823K	Hold	40,149	–	–	0.04%	406
2022 Q2	$858K	Buy	40,149 +79	+0.2%	+$1.71K	0.04%	398
2022 Q1	$935K	Sell	40,070 -500	-1%	-$12K	0.04%	364
2021 Q4	$1.04M	Sell	40,570 -1,600	-4%	-$41K	0.05%	327
2021 Q3	$1.09M	Buy	42,170 +1,931	+5%	+$50.2K	0.05%	316
2021 Q2	$1.05M	Buy	40,239 +2,681	+7%	+$69.1K	0.05%	332
2021 Q1	$958K	Buy	+37,558	New	+$952K	0.05%	307

Other funds holding PFFD

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Independent Advisor Network's PFFD Position: Q3 2022 in Review

Mariner Independent Advisor Network held its Global X US Preferred ETF (PFFD) position steady in Q3 2022 at 40,149 shares worth $823K. The position accounts for 0.04% of the portfolio, ranked #406.

Mariner Independent Advisor Network first reported a position in PFFD in Q1 2021 and has held it in 7 quarters since. The position peaked at $1.09M in Q3 2021. 208 funds tracked by Wall St. Rank hold PFFD as of Q3 2022.

Mariner Independent Advisor Network held 40,149 shares of Global X US Preferred ETF worth $823K as of Q3 2022.
Mariner Independent Advisor Network left its Global X US Preferred ETF share count unchanged in Q3 2022.
Global X US Preferred ETF made up 0.04% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #406 holding.
Mariner Independent Advisor Network first reported a position in Global X US Preferred ETF in Q1 2021 and has held it in 7 quarters since.
Mariner Independent Advisor Network's Global X US Preferred ETF position peaked at $1.09M in Q3 2021.
208 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.