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Dorsey & Whitney Trust’s Global X US Preferred ETF PFFD Stock Holding History

Dorsey & Whitney Trust’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
-13,405
Closed -$260K – 597
2022
Q4 		$260K Sell
13,405
-20
-0.1% -$399 0.03% 451
2022
Q3 		$275K Buy
+13,425
New +$290K 0.03% 427

Other funds holding PFFD

Wells Fargo
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
RA
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
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Dorsey & Whitney Trust's PFFD Position: Q1 2023 in Review

Dorsey & Whitney Trust sold out of Global X US Preferred ETF (PFFD) in Q1 2023, closing a stake of 13,405 shares — an estimated $260K sold.

Dorsey & Whitney Trust first reported a position in PFFD in Q3 2022 and held it in 2 quarters. The position peaked at $275K in Q3 2022. 227 funds tracked by Wall St. Rank hold PFFD as of Q1 2023.

  • Dorsey & Whitney Trust reported no remaining Global X US Preferred ETF position as of Q1 2023 after selling out during the quarter.
  • Dorsey & Whitney Trust sold 13,405 Global X US Preferred ETF shares in Q1 2023, an estimated $260K.
  • Dorsey & Whitney Trust first reported a position in Global X US Preferred ETF in Q3 2022 and held it in 2 quarters.
  • Dorsey & Whitney Trust's Global X US Preferred ETF position peaked at $275K in Q3 2022.
  • 227 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2023.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2023, filed 11 May 2023.