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

Reilly Financial 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
2021 Q4	$1K	Buy	+26	New	+$666	﹤0.01%	1084

Other funds holding PFFD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCM

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

Morgan Stanley New York $1.89T AUM 35.08% 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 $445B AUM 25.58% 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 $36.8B AUM 26.6% 1-Year Est. Return

Reilly Financial Advisors's PFFD Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Global X US Preferred ETF (PFFD) in Q4 2021: 26 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1084 among its holdings.

230 funds tracked by Wall St. Rank hold PFFD as of Q4 2021.

Reilly Financial Advisors held 26 shares of Global X US Preferred ETF worth $1K as of Q4 2021.
Global X US Preferred ETF was a new Reilly Financial Advisors position in Q4 2021.
Global X US Preferred ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #1084 holding.
230 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.