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

Next 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 Q4	$72K	Buy	2,797 +200	+8%	+$5.12K	﹤0.01%	1316
2021 Q3	$67K	Hold	2,597	–	–	0.01%	1291
2021 Q2	$68K	Buy	2,597 +1,324	+104%	+$34.1K	0.01%	1270
2021 Q1	$32K	Buy	+1,273	New	+$32.3K	﹤0.01%	1467
2019 Q4	–	Sell	-65	Closed	-$2K	–	2498
2019 Q3	$2K	Buy	+65	New	+$1.61K	﹤0.01%	2137

Other funds holding PFFD

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

BCM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CSIA

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

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

ETC

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

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

RWG

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

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

Next Financial Group's PFFD Position: Q4 2021 in Review

Next Financial Group increased its Global X US Preferred ETF (PFFD) stake by 7.7% in Q4 2021, buying an estimated $5.12K and bringing the position to 2,797 shares worth $72K. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

Next Financial Group first reported a position in PFFD in Q3 2019 and has held it in 5 quarters since. 230 funds tracked by Wall St. Rank hold PFFD as of Q4 2021.

Next Financial Group held 2,797 shares of Global X US Preferred ETF worth $72K as of Q4 2021.
Next Financial Group bought 200 Global X US Preferred ETF shares in Q4 2021, an estimated $5.12K.
Global X US Preferred ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1316 holding.
Next Financial Group first reported a position in Global X US Preferred ETF in Q3 2019 and has held it in 5 quarters since.
230 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.