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Wealth Advisory Solutions’s Global X US Preferred ETF PFFD Stock Holding History

Wealth Advisory Solutions’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
2020
Q4 		– Sell
-210,290
Closed -$5.21M – 188
2020
Q3 		$5.21M Buy
210,290
+53,208
+34% +$1.3M 1.38% 21
2020
Q2 		$3.69M Buy
157,082
+65,748
+72% +$1.53M 1.03% 28
2020
Q1 		$2M Sell
91,334
-3,028
-3% -$73K 0.68% 52
2019
Q4 		$2.36M Buy
+94,362
New +$2.36M 0.62% 52

Other funds holding PFFD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $281M AUM 16.29% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Advisory Solutions's PFFD Position: Q4 2020 in Review

Wealth Advisory Solutions sold out of Global X US Preferred ETF (PFFD) in Q4 2020, closing a stake of 210,290 shares — an estimated $5.21M sold.

Wealth Advisory Solutions first reported a position in PFFD in Q4 2019 and held it in 4 quarters. The position peaked at $5.21M in Q3 2020. 133 funds tracked by Wall St. Rank hold PFFD as of Q4 2020.

  • Wealth Advisory Solutions reported no remaining Global X US Preferred ETF position as of Q4 2020 after selling out during the quarter.
  • Wealth Advisory Solutions sold 210,290 Global X US Preferred ETF shares in Q4 2020, an estimated $5.21M.
  • Wealth Advisory Solutions first reported a position in Global X US Preferred ETF in Q4 2019 and held it in 4 quarters.
  • Wealth Advisory Solutions's Global X US Preferred ETF position peaked at $5.21M in Q3 2020.
  • 133 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2020.

Based on Wealth Advisory Solutions's 13F filing for Q4 2020, filed 28 Jan 2021.