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Parkside Financial Bank & Trust’s Global X US Preferred ETF PFFD Stock Holding History

Parkside Financial Bank & Trust’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
Q2 		– Sell
-227
Closed -$4.32K – 2935
2025
Q1 		$4.32K Buy
+227
New +$4.46K ﹤0.01% 1681

Other funds holding PFFD

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 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
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Parkside Financial Bank & Trust's PFFD Position: Q2 2025 in Review

Parkside Financial Bank & Trust sold out of Global X US Preferred ETF (PFFD) in Q2 2025, closing a stake of 227 shares — an estimated $4.32K sold.

Parkside Financial Bank & Trust first reported a position in PFFD in Q1 2025 and held it in 1 quarter. The position peaked at $4.32K in Q1 2025. 288 funds tracked by Wall St. Rank hold PFFD as of Q2 2025.

  • Parkside Financial Bank & Trust reported no remaining Global X US Preferred ETF position as of Q2 2025 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 227 Global X US Preferred ETF shares in Q2 2025, an estimated $4.32K.
  • Parkside Financial Bank & Trust first reported a position in Global X US Preferred ETF in Q1 2025 and held it in 1 quarter.
  • Parkside Financial Bank & Trust's Global X US Preferred ETF position peaked at $4.32K in Q1 2025.
  • 288 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2025, filed 7 Aug 2025.