Stephens Inc’s Global X US Preferred ETF PFFD Stock Holding History

Stephens Inc’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 Q4	–	Sell	-38,846	Closed	-$797K	–	1222
2022 Q3	$797K	Buy	38,846 +2,763	+8%	+$59.7K	0.02%	568
2022 Q2	$765K	Buy	36,083 +436	+1%	+$9.45K	0.02%	591
2022 Q1	$838K	Buy	35,647 +388	+1%	+$9.29K	0.01%	636
2021 Q4	$908K	Buy	35,259 +360	+1%	+$9.22K	0.01%	657
2021 Q3	$899K	Buy	34,899 +5,329	+18%	+$139K	0.01%	685
2021 Q2	$774K	Buy	29,570 +351	+1%	+$9.04K	0.01%	735
2021 Q1	$745K	Sell	29,219 -21,569	-42%	-$547K	0.01%	717
2020 Q4	$1.31M	Buy	50,788 +628	+1%	+$15.9K	0.02%	531
2020 Q3	$1.24M	Buy	+50,160	New	+$1.23M	0.02%	499

Other funds holding PFFD

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

CSIA

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

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

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stephens Inc's PFFD Position: Q4 2022 in Review

Stephens Inc sold out of Global X US Preferred ETF (PFFD) in Q4 2022, closing a stake of 38,846 shares — an estimated $797K sold.

Stephens Inc first reported a position in PFFD in Q3 2020 and held it in 9 quarters. The position peaked at $1.31M in Q4 2020. 220 funds tracked by Wall St. Rank hold PFFD as of Q4 2022.

Stephens Inc reported no remaining Global X US Preferred ETF position as of Q4 2022 after selling out during the quarter.
Stephens Inc sold 38,846 Global X US Preferred ETF shares in Q4 2022, an estimated $797K.
Stephens Inc first reported a position in Global X US Preferred ETF in Q3 2020 and held it in 9 quarters.
Stephens Inc's Global X US Preferred ETF position peaked at $1.31M in Q4 2020.
220 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2022.

Based on Stephens Inc's 13F filing for Q4 2022, filed 25 Jan 2023.