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Wipfli Financial Advisors’s Global X US Preferred ETF PFFD Stock Holding History

Wipfli Financial Advisors’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
2021
Q3 		– Sell
-8,700
Closed -$228K – 44
2021
Q2 		$228K Buy
+8,700
New +$224K 0.03% 42

Other funds holding PFFD

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RWG
Ratio Wealth Group Denver, Colorado $537M AUM 15.16% 1-Year Est. Return

Wipfli Financial Advisors's PFFD Position: Q3 2021 in Review

Wipfli Financial Advisors sold out of Global X US Preferred ETF (PFFD) in Q3 2021, closing a stake of 8,700 shares — an estimated $228K sold.

Wipfli Financial Advisors first reported a position in PFFD in Q2 2021 and held it in 1 quarter. The position peaked at $228K in Q2 2021. 190 funds tracked by Wall St. Rank hold PFFD as of Q3 2021.

  • Wipfli Financial Advisors reported no remaining Global X US Preferred ETF position as of Q3 2021 after selling out during the quarter.
  • Wipfli Financial Advisors sold 8,700 Global X US Preferred ETF shares in Q3 2021, an estimated $228K.
  • Wipfli Financial Advisors first reported a position in Global X US Preferred ETF in Q2 2021 and held it in 1 quarter.
  • Wipfli Financial Advisors's Global X US Preferred ETF position peaked at $228K in Q2 2021.
  • 190 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2021.

Based on Wipfli Financial Advisors's 13F filing for Q3 2021, filed 13 Oct 2021.