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

Marquette 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
2020 Q3	–	Sell	-1,861	Closed	-$44K	–	233
2020 Q2	$44K	Hold	1,861	–	–	0.01%	157
2020 Q1	$41K	Hold	1,861	–	–	0.02%	164
2019 Q4	$47K	Hold	1,861	–	–	0.02%	141
2019 Q3	$47K	Hold	1,861	–	–	0.02%	150
2019 Q2	$46K	Hold	1,861	–	–	0.02%	154
2019 Q1	$45K	Buy	+1,861	New	+$44.1K	0.02%	157

Other funds holding PFFD

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

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

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

Marquette Asset Management's PFFD Position: Q3 2020 in Review

Marquette Asset Management sold out of Global X US Preferred ETF (PFFD) in Q3 2020, closing a stake of 1,861 shares — an estimated $44K sold.

Marquette Asset Management first reported a position in PFFD in Q1 2019 and held it in 6 quarters. The position peaked at $47K in Q4 2019. 98 funds tracked by Wall St. Rank hold PFFD as of Q3 2020.

Marquette Asset Management reported no remaining Global X US Preferred ETF position as of Q3 2020 after selling out during the quarter.
Marquette Asset Management sold 1,861 Global X US Preferred ETF shares in Q3 2020, an estimated $44K.
Marquette Asset Management first reported a position in Global X US Preferred ETF in Q1 2019 and held it in 6 quarters.
Marquette Asset Management's Global X US Preferred ETF position peaked at $47K in Q4 2019.
98 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2020.

Based on Marquette Asset Management's 13F filing for Q3 2020, filed 27 Oct 2020.