Johnson Financial Group Inc (Wisconsin)’s Global X US Preferred ETF PFFD Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 Q4	–	Sell	-162	Closed	-$3.05K	–	978
2023 Q3	$3.05K	Buy	+162	New	+$3.1K	﹤0.01%	588
2022 Q1	–	Sell	-46	Closed	-$1K	–	779
2021 Q4	$1K	Sell	46 -46	-50%	-$1.18K	﹤0.01%	742
2021 Q3	$2K	Hold	92	–	–	﹤0.01%	651
2021 Q2	$2K	Buy	+92	New	+$2.37K	﹤0.01%	660

Other funds holding PFFD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $1.09B AUM 11.58% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

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

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s PFFD Position: Q4 2023 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Global X US Preferred ETF (PFFD) in Q4 2023, closing a stake of 162 shares — an estimated $3.05K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in PFFD in Q2 2021 and held it in 4 quarters. The position peaked at $3.05K in Q3 2023. 265 funds tracked by Wall St. Rank hold PFFD as of Q4 2023.

Johnson Financial Group Inc (Wisconsin) reported no remaining Global X US Preferred ETF position as of Q4 2023 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 162 Global X US Preferred ETF shares in Q4 2023, an estimated $3.05K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Global X US Preferred ETF in Q2 2021 and held it in 4 quarters.
Johnson Financial Group Inc (Wisconsin)'s Global X US Preferred ETF position peaked at $3.05K in Q3 2023.
265 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2023.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2023, filed 9 Feb 2024.