de CAPTRUST Financial Advisors iShares Preferred and Income Securities ETF PFF Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 12.3 M | Comprar |
404,432
+21,519
| +6% | +USD 670 k | 0.02% | 516 |
|
|
2026
Q1 | USD 11.6 M | Comprar |
382,913
+95,996
| +33% | +USD 3.01 M | 0.02% | 502 |
|
|
2025
Q4 | USD 8.88 M | Comprar |
286,917
+3,360
| +1% | +USD 105 k | 0.02% | 515 |
|
|
2025
Q3 | USD 8.97 M | Vender |
283,557
-21,801
| -7% | -USD 686 k | 0.02% | 495 |
|
|
2025
Q2 | USD 9.37 M | Comprar |
305,358
+22,103
| +8% | +USD 665 k | 0.02% | 475 |
|
|
2025
Q1 | USD 8.7 M | Comprar |
283,255
+6,588
| +2% | +USD 208 k | 0.02% | 462 |
|
|
2024
Q4 | USD 8.7 M | Vender |
276,667
-811
| -0.3% | -USD 26.5 k | 0.02% | 401 |
|
|
2024
Q3 | USD 9.22 M | Comprar |
277,478
+3,587
| +1% | +USD 115 k | 0.03% | 397 |
|
|
2024
Q2 | USD 8.64 M | Vender |
273,891
-33,156
| -11% | -USD 1.04 M | 0.03% | 380 |
|
|
2024
Q1 | USD 9.9 M | Vender |
307,047
-14,853
| -5% | -USD 473 k | 0.04% | 348 |
|
|
2023
Q4 | USD 10 M | Vender |
321,900
-41,968
| -12% | -USD 1.25 M | 0.03% | 371 |
|
|
2023
Q3 | USD 11 M | Vender |
363,868
-34,526
| -9% | -USD 1.06 M | 0.04% | 320 |
|
|
2023
Q2 | USD 12.3 M | Vender |
398,394
-33,247
| -8% | -USD 1.02 M | 0.05% | 284 |
|
|
2023
Q1 | USD 13.5 M | Vender |
431,641
-95,414
| -18% | -USD 3.06 M | 0.06% | 245 |
|
|
2022
Q4 | USD 16.1 M | Vender |
527,055
-113,283
| -18% | -USD 3.52 M | 0.08% | 209 |
|
|
2022
Q3 | USD 20.3 M | Comprar |
640,338
+24,361
| +4% | +USD 817 k | 0.12% | 158 |
|
|
2022
Q2 | USD 20.3 M | Comprar |
615,977
+86,223
| +16% | +USD 2.92 M | 0.13% | 155 |
|
|
2022
Q1 | USD 19.3 M | Vender |
529,754
-190,961
| -26% | -USD 7.02 M | 0.12% | 166 |
|
|
2021
Q4 | USD 28.4 M | Comprar |
720,715
+58,471
| +9% | +USD 2.27 M | 0.19% | 124 |
|
|
2021
Q3 | USD 25.7 M | Vender |
662,244
-92,148
| -12% | -USD 3.61 M | 0.21% | 118 |
|
|
2021
Q2 | USD 29.7 M | Vender |
754,392
-180,483
| -19% | -USD 6.99 M | 0.28% | 90 |
|
|
2021
Q1 | USD 35.9 M | Vender |
934,875
-61,896
| -6% | -USD 2.35 M | 0.39% | 59 |
|
|
2020
Q4 | USD 38.4 M | Comprar |
996,771
+170,210
| +21% | +USD 6.36 M | 0.51% | 40 |
|
|
2020
Q3 | USD 30.3 M | Vender |
826,561
-226,964
| -22% | -USD 8.17 M | 0.5% | 36 |
|
|
2020
Q2 | USD 36.6 M | Comprar |
1,053,525
+342,889
| +48% | +USD 11.7 M | 0.6% | 31 |
|
|
2020
Q1 | USD 21.5 M | Comprar |
710,636
+47,807
| +7% | +USD 1.71 M | 0.47% | 52 |
|
|
2019
Q4 | USD 25.1 M | Vender |
662,829
-98,100
| -13% | -USD 3.66 M | 0.4% | 70 |
|
|
2019
Q3 | USD 28.6 M | Comprar |
760,929
+64,083
| +9% | +USD 2.38 M | 1% | 18 |
|
|
2019
Q2 | USD 25.7 M | Comprar |
696,846
+17,336
| +3% | +USD 635 k | 0.95% | 22 |
|
|
2019
Q1 | USD 24.8 M | Comprar |
679,510
+35,615
| +6% | +USD 1.28 M | 1.01% | 20 |
|
|
2018
Q4 | USD 22 M | Comprar |
643,895
+9,465
| +1% | +USD 335 k | 1.18% | 15 |
|
|
2018
Q3 | USD 23.6 M | Comprar |
634,430
+10,474
| +2% | +USD 393 k | 1.05% | 13 |
|
|
2018
Q2 | USD 23.5 M | Comprar |
623,956
+31,717
| +5% | +USD 1.18 M | 1.3% | 10 |
|
|
2018
Q1 | USD 22.2 M | Comprar |
592,239
+53,626
| +10% | +USD 2.01 M | 1.37% | 9 |
|
|
2017
Q4 | USD 20.5 M | Vender |
538,613
-94,442
| -15% | -USD 3.63 M | 1.24% | 10 |
|
|
2017
Q3 | USD 23.4 M | Comprar |
633,055
+457,163
| +260% | +USD 17.8 M | 1.77% | 8 |
|
|
2017
Q2 | USD 6.89 M | Vender |
175,892
-3,849
| -2% | -USD 150 k | 0.86% | 17 |
|
|
2017
Q1 | USD 6.96 M | Vender |
179,741
-794
| -0.4% | -USD 30.4 k | 0.71% | 15 |
|
|
2016
Q4 | USD 6.72 M | Comprar |
180,535
+163,725
| +974% | +USD 6.22 M | 0.61% | 20 |
|
|
2016
Q3 | USD 671 k | Vender |
16,810
-10,015
| -37% | -USD 400 k | 0.08% | 22 |
|
|
2016
Q2 | USD 1.07 M | Comprar |
26,825
+286
| +1% | +USD 11.2 k | 0.12% | 12 |
|
|
2016
Q1 | USD 1.04 M | Vender |
26,539
-316
| -1% | -USD 12.1 k | 0.11% | 21 |
|
|
2015
Q4 | USD 1.04 M | Vender |
26,855
-852
| -3% | -USD 33.2 k | 0.11% | 37 |
|
|
2015
Q3 | USD 1.07 M | Vender |
27,707
-506
| -2% | -USD 19.8 k | 0.14% | 26 |
|
|
2015
Q2 | USD 1.1 M | Comprar |
28,213
+22
| +0.1% | +USD 873 | 0.17% | 19 |
|
|
2015
Q1 | USD 1.13 M | Vender |
28,191
-152
| -0.5% | -USD 6.06 k | 0.21% | 21 |
|
|
2014
Q4 | USD 1.12 M | Comprar |
28,343
+102
| +0.4% | +USD 4.03 k | 0.22% | 26 |
|
|
2014
Q3 | USD 1.12 M | Vender |
28,241
-934
| -3% | -USD 37 k | 0.31% | 16 |
|
|
2014
Q2 | USD 1.16 M | Comprar |
29,175
+373
| +1% | +USD 14.7 k | 0.27% | 20 |
|
|
2014
Q1 | USD 1.12 M | Comprar |
28,802
+531
| +2% | +USD 20.3 k | 0.23% | 30 |
|
|
2013
Q4 | USD 1.04 M | Vender |
28,271
-203
| -0.7% | -USD 7.66 k | 0.18% | 27 |
|
|
2013
Q3 | USD 1.08 M | Vender |
28,474
-7,296
| -20% | -USD 279 k | 0.29% | 19 |
|
|
2013
Q2 | USD 1.4 M | Comprar |
+35,770
| Nuevas | +USD 1.44 M | 0.43% | 19 |
|
Otros fondos que tienen PFF en su cartera
Posición de CAPTRUST Financial Advisors en PFF: resumen de T2 2026
CAPTRUST Financial Advisors aumentó su participación en iShares Preferred and Income Securities ETF (PFF) en 5.6% durante T2 2026, al comprar aproximadamente USD 670 k y elevar la posición a 404,432 acciones con un valor de USD 12.3 M. La posición representa 0.02% de la cartera y ocupa el puesto #516.
CAPTRUST Financial Advisors reportó por primera vez una posición en PFF en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. La posición alcanzó su máximo de USD 38.4 M en T4 2020. Al cierre de T2 2026, 975 fondos que sigue Wall St. Rank mantienen una posición en PFF.
- Al cierre de T2 2026, CAPTRUST Financial Advisors tenía 404,432 acciones de iShares Preferred and Income Securities ETF con un valor de USD 12.3 M.
- CAPTRUST Financial Advisors compró 21,519 acciones de iShares Preferred and Income Securities ETF en T2 2026, por un monto estimado de USD 670 k.
- iShares Preferred and Income Securities ETF representó 0.02% de la cartera de CAPTRUST Financial Advisors en T2 2026 y fue su posición número 516.
- CAPTRUST Financial Advisors reportó por primera vez una posición en iShares Preferred and Income Securities ETF en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- La posición de CAPTRUST Financial Advisors en iShares Preferred and Income Securities ETF alcanzó su máximo de USD 38.4 M en T4 2020.
- Al cierre de T2 2026, 975 fondos que sigue Wall St. Rank tenían iShares Preferred and Income Securities ETF en cartera.
Según el Informe 13F de CAPTRUST Financial Advisors correspondiente a T2 2026, presentado el 13 ago 2026.