Madison Asset Management
PFFD icon

Madison Asset Management’s Global X US Preferred ETF PFFD Stock Holding History

Madison Asset Management’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
2022
Q3 		– Sell
-490,259
Closed -$10.4M – 359
2022
Q2 		$10.4M Buy
+490,259
New +$10.6M 0.16% 122

Other funds holding PFFD

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab Investment Advisory
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Eaton Vance Management
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Madison Asset Management's PFFD Position: Q3 2022 in Review

Madison Asset Management sold out of Global X US Preferred ETF (PFFD) in Q3 2022, closing a stake of 490,259 shares — an estimated $10.4M sold.

Madison Asset Management first reported a position in PFFD in Q2 2022 and held it in 1 quarter. The position peaked at $10.4M in Q2 2022. 208 funds tracked by Wall St. Rank hold PFFD as of Q3 2022.

  • Madison Asset Management reported no remaining Global X US Preferred ETF position as of Q3 2022 after selling out during the quarter.
  • Madison Asset Management sold 490,259 Global X US Preferred ETF shares in Q3 2022, an estimated $10.4M.
  • Madison Asset Management first reported a position in Global X US Preferred ETF in Q2 2022 and held it in 1 quarter.
  • Madison Asset Management's Global X US Preferred ETF position peaked at $10.4M in Q2 2022.
  • 208 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2022.

Based on Madison Asset Management's 13F filing for Q3 2022, filed 10 Nov 2022.