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Piper Sandler & Co’s Global X US Preferred ETF PFFD Stock Holding History

Piper Sandler & Co’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
-100
Closed -$2K – 44
2022
Q2 		$2K Buy
+100
New +$2.17K ﹤0.01% 41

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 $1.55T AUM 33.47% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Morgan Stanley
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
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Piper Sandler & Co's PFFD Position: Q3 2022 in Review

Piper Sandler & Co sold out of Global X US Preferred ETF (PFFD) in Q3 2022, closing a stake of 100 shares — an estimated $2K sold.

Piper Sandler & Co first reported a position in PFFD in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 208 funds tracked by Wall St. Rank hold PFFD as of Q3 2022.

  • Piper Sandler & Co reported no remaining Global X US Preferred ETF position as of Q3 2022 after selling out during the quarter.
  • Piper Sandler & Co sold 100 Global X US Preferred ETF shares in Q3 2022, an estimated $2K.
  • Piper Sandler & Co first reported a position in Global X US Preferred ETF in Q2 2022 and held it in 1 quarter.
  • Piper Sandler & Co's Global X US Preferred ETF position peaked at $2K in Q2 2022.
  • 208 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2022.

Based on Piper Sandler & Co's 13F filing for Q3 2022, filed 14 Nov 2022.