MOTCO’s Global X US Preferred ETF PFFD Stock Holding History

MOTCO’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	-9,774	Closed	-$207K	–	668
2022 Q2	$207K	Buy	+9,774	New	+$212K	0.02%	227

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

Rational Advisors Huntington, New York $1.09B AUM 11.58% 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

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

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

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

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

MOTCO's PFFD Position: Q3 2022 in Review

MOTCO sold out of Global X US Preferred ETF (PFFD) in Q3 2022, closing a stake of 9,774 shares — an estimated $207K sold.

MOTCO first reported a position in PFFD in Q2 2022 and held it in 1 quarter. The position peaked at $207K in Q2 2022. 208 funds tracked by Wall St. Rank hold PFFD as of Q3 2022.

MOTCO reported no remaining Global X US Preferred ETF position as of Q3 2022 after selling out during the quarter.
MOTCO sold 9,774 Global X US Preferred ETF shares in Q3 2022, an estimated $207K.
MOTCO first reported a position in Global X US Preferred ETF in Q2 2022 and held it in 1 quarter.
MOTCO's Global X US Preferred ETF position peaked at $207K in Q2 2022.
208 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2022.

Based on MOTCO's 13F filing for Q3 2022, filed 3 Nov 2022.