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Treynor Bancshares’s Global X US Preferred ETF PFFD Stock Holding History

Treynor Bancshares’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
Q2 		– Sell
-8,866
Closed -$208K – 79
2022
Q1 		$208K Hold
8,866
– – 0.14% 75
2021
Q4 		$228K Buy
+8,866
New +$227K 0.15% 75

Other funds holding PFFD

EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
RWG
Ratio Wealth Group Denver, Colorado $537M AUM 15.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Treynor Bancshares's PFFD Position: Q2 2022 in Review

Treynor Bancshares sold out of Global X US Preferred ETF (PFFD) in Q2 2022, closing a stake of 8,866 shares — an estimated $208K sold.

Treynor Bancshares first reported a position in PFFD in Q4 2021 and held it in 2 quarters. The position peaked at $228K in Q4 2021. 214 funds tracked by Wall St. Rank hold PFFD as of Q2 2022.

  • Treynor Bancshares reported no remaining Global X US Preferred ETF position as of Q2 2022 after selling out during the quarter.
  • Treynor Bancshares sold 8,866 Global X US Preferred ETF shares in Q2 2022, an estimated $208K.
  • Treynor Bancshares first reported a position in Global X US Preferred ETF in Q4 2021 and held it in 2 quarters.
  • Treynor Bancshares's Global X US Preferred ETF position peaked at $228K in Q4 2021.
  • 214 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2022.

Based on Treynor Bancshares's 13F filing for Q2 2022, filed 2 Aug 2022.