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

United Capital 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 Q3	–	Sell	-9,364	Closed	-$245K	–	1235
2021 Q2	$245K	Buy	9,364 +1,320	+16%	+$34K	﹤0.01%	1085
2021 Q1	$205K	Buy	8,044 +239	+3%	+$6.06K	﹤0.01%	1116
2020 Q4	$201K	Sell	7,805 -14,366	-65%	-$364K	﹤0.01%	1130
2020 Q3	$549K	Sell	22,171 -33,620	-60%	-$824K	﹤0.01%	810
2020 Q2	$1.31M	Sell	55,791 -6,507	-10%	-$152K	0.01%	595
2020 Q1	$1.36M	Buy	+62,298	New	+$1.5M	0.01%	566

Other funds holding PFFD

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

BCM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $980M AUM 9.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

RWG

Ratio Wealth Group Denver, Colorado $537M AUM 15.16% 1-Year Est. Return

United Capital Financial Advisors's PFFD Position: Q3 2021 in Review

United Capital Financial Advisors sold out of Global X US Preferred ETF (PFFD) in Q3 2021, closing a stake of 9,364 shares — an estimated $245K sold.

United Capital Financial Advisors first reported a position in PFFD in Q1 2020 and held it in 6 quarters. The position peaked at $1.36M in Q1 2020. 190 funds tracked by Wall St. Rank hold PFFD as of Q3 2021.

United Capital Financial Advisors reported no remaining Global X US Preferred ETF position as of Q3 2021 after selling out during the quarter.
United Capital Financial Advisors sold 9,364 Global X US Preferred ETF shares in Q3 2021, an estimated $245K.
United Capital Financial Advisors first reported a position in Global X US Preferred ETF in Q1 2020 and held it in 6 quarters.
United Capital Financial Advisors's Global X US Preferred ETF position peaked at $1.36M in Q1 2020.
190 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2021.

Based on United Capital Financial Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.