Cohen & Steers’s Global X US Preferred ETF PFFD Stock Holding History

Cohen & Steers’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
2023 Q1	–	Sell	-1,199,705	Closed	-$23.2M	–	419
2022 Q4	$23.2M	Buy	+1,199,705	New	+$23.9M	0.05%	77

Other funds holding PFFD

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OWM

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

FAM

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

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

Cohen & Steers's PFFD Position: Q1 2023 in Review

Cohen & Steers sold out of Global X US Preferred ETF (PFFD) in Q1 2023, closing a stake of 1,199,705 shares — an estimated $23.2M sold.

Cohen & Steers first reported a position in PFFD in Q4 2022 and held it in 1 quarter. The position peaked at $23.2M in Q4 2022. 227 funds tracked by Wall St. Rank hold PFFD as of Q1 2023.

Cohen & Steers reported no remaining Global X US Preferred ETF position as of Q1 2023 after selling out during the quarter.
Cohen & Steers sold 1,199,705 Global X US Preferred ETF shares in Q1 2023, an estimated $23.2M.
Cohen & Steers first reported a position in Global X US Preferred ETF in Q4 2022 and held it in 1 quarter.
Cohen & Steers's Global X US Preferred ETF position peaked at $23.2M in Q4 2022.
227 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2023.

Based on Cohen & Steers's 13F filing for Q1 2023, filed 15 May 2023.