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PFFD icon

Procyon Advisors’s Global X US Preferred ETF PFFD Stock Holding History

Procyon 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
2022
Q3 		– Sell
-18,650
Closed -$396K – 328
2022
Q2 		$396K Sell
18,650
-6,097
-25% -$132K 0.09% 213
2022
Q1 		$582K Buy
24,747
+1,283
+5% +$30.7K 0.12% 160
2021
Q4 		$604K Buy
23,464
+818
+4% +$21K 0.13% 155
2021
Q3 		$583K Buy
22,646
+288
+1% +$7.49K 0.15% 134
2021
Q2 		$585K Buy
22,358
+258
+1% +$6.64K 0.16% 121
2021
Q1 		$564K Buy
+22,100
New +$560K 0.25% 94

Other funds holding PFFD

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 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
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return