MidWestOne Financial Group’s Global X US Preferred ETF PFFD Stock Holding History

MidWestOne Financial Group’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
2025 Q4	$227K	Hold	12,000	–	–	0.03%	285
2025 Q3	$233K	Hold	12,000	–	–	0.03%	281
2025 Q2	$226K	Hold	12,000	–	–	0.03%	273
2025 Q1	$228K	Hold	12,000	–	–	0.03%	257
2024 Q4	$234K	Buy	+12,000	New	+$244K	0.03%	265

Other funds holding PFFD

OWM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

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

MidWestOne Financial Group's PFFD Position: Q4 2025 in Review

MidWestOne Financial Group held its Global X US Preferred ETF (PFFD) position steady in Q4 2025 at 12,000 shares worth $227K. The position accounts for 0.03% of the portfolio, ranked #285.

MidWestOne Financial Group first reported a position in PFFD in Q4 2024 and has held it in 5 quarters since. The position peaked at $234K in Q4 2024. 284 funds tracked by Wall St. Rank hold PFFD as of Q4 2025.

MidWestOne Financial Group held 12,000 shares of Global X US Preferred ETF worth $227K as of Q4 2025.
MidWestOne Financial Group left its Global X US Preferred ETF share count unchanged in Q4 2025.
Global X US Preferred ETF made up 0.03% of MidWestOne Financial Group's portfolio in Q4 2025, its #285 holding.
MidWestOne Financial Group first reported a position in Global X US Preferred ETF in Q4 2024 and has held it in 5 quarters since.
MidWestOne Financial Group's Global X US Preferred ETF position peaked at $234K in Q4 2024.
284 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.