SPC
PFFD icon

Sigma Planning Corp’s Global X US Preferred ETF PFFD Stock Holding History

Sigma Planning Corp’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 		– Sell
-8,118
Closed -$209K – 1442
2021
Q3 		$209K Sell
8,118
-268
-3% -$6.97K 0.01% 1246
2021
Q2 		$219K Sell
8,386
-12,022
-59% -$310K 0.01% 1244
2021
Q1 		$521K Buy
20,408
+10,227
+100% +$259K 0.02% 752
2020
Q4 		$263K Buy
+10,181
New +$258K 0.01% 967

Other funds holding PFFD

Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return