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

Reby 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
2020
Q4 		$17K Buy
+650
New +$16.5K ﹤0.01% 364

Other funds holding PFFD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $281M AUM 16.29% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Reby Advisors's PFFD Position: Q4 2020 in Review

Reby Advisors opened a new position in Global X US Preferred ETF (PFFD) in Q4 2020: 650 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #364 among its holdings.

133 funds tracked by Wall St. Rank hold PFFD as of Q4 2020.

  • Reby Advisors held 650 shares of Global X US Preferred ETF worth $17K as of Q4 2020.
  • Global X US Preferred ETF was a new Reby Advisors position in Q4 2020.
  • Global X US Preferred ETF made up ﹤0.01% of Reby Advisors's portfolio in Q4 2020, its #364 holding.
  • 133 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.