OPS
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Orion Portfolio Solutions’s Global X US Preferred ETF PFFD Stock Holding History

Orion Portfolio Solutions’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
-489
Closed -$11K – 1578
2020
Q2 		$11K Buy
489
+39
+9% +$908 ﹤0.01% 1174
2020
Q1 		$10K Buy
+450
New +$10.8K ﹤0.01% 1073

Other funds holding PFFD

Bank of America
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Lido Advisors
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

Orion Portfolio Solutions's PFFD Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Global X US Preferred ETF (PFFD) in Q3 2020, closing a stake of 489 shares — an estimated $11K sold.

Orion Portfolio Solutions first reported a position in PFFD in Q1 2020 and held it in 2 quarters. The position peaked at $11K in Q2 2020. 98 funds tracked by Wall St. Rank hold PFFD as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Global X US Preferred ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 489 Global X US Preferred ETF shares in Q3 2020, an estimated $11K.
  • Orion Portfolio Solutions first reported a position in Global X US Preferred ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's Global X US Preferred ETF position peaked at $11K in Q2 2020.
  • 98 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.