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TCI Wealth Advisors’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

TCI Wealth Advisors’s Portfolio PFFV Stock Details PFFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-82
Closed -$2K – 2503
2022
Q2 		$2K Buy
+82
New +$2.02K ﹤0.01% 2024

Other funds holding PFFV

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
PWM
Paulson Wealth Management Wheaton, Illinois $427M AUM 16.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

TCI Wealth Advisors's PFFV Position: Q3 2022 in Review

TCI Wealth Advisors sold out of Global X Variable Rate Preferred ETF (PFFV) in Q3 2022, closing a stake of 82 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in PFFV in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 55 funds tracked by Wall St. Rank hold PFFV as of Q3 2022.

  • TCI Wealth Advisors reported no remaining Global X Variable Rate Preferred ETF position as of Q3 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 82 Global X Variable Rate Preferred ETF shares in Q3 2022, an estimated $2K.
  • TCI Wealth Advisors first reported a position in Global X Variable Rate Preferred ETF in Q2 2022 and held it in 1 quarter.
  • TCI Wealth Advisors's Global X Variable Rate Preferred ETF position peaked at $2K in Q2 2022.
  • 55 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.