Advanced Asset Management Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Advanced Asset Management Advisors’s Portfolio PFF Stock Details PFF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,143	Closed	-$34.9K	–	196
2022 Q4	$34.9K	Buy	+1,143	New	+$35.6K	0.01%	112
2020 Q4	–	Sell	-743	Closed	-$27K	–	104
2020 Q3	$27K	Buy	743 +10	+1%	+$360	0.01%	87
2020 Q2	$25K	Buy	733 +12	+2%	+$409	0.01%	86
2020 Q1	$23K	Buy	721 +6	+0.8%	+$215	0.01%	105
2019 Q4	$27K	Buy	+715	New	+$26.7K	0.01%	110

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Advanced Asset Management Advisors's PFF Position: Q1 2023 in Review

Advanced Asset Management Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2023, closing a stake of 1,143 shares — an estimated $34.9K sold.

Advanced Asset Management Advisors first reported a position in PFF in Q4 2019 and held it in 5 quarters. The position peaked at $34.9K in Q4 2022. 951 funds tracked by Wall St. Rank hold PFF as of Q1 2023.

Advanced Asset Management Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2023 after selling out during the quarter.
Advanced Asset Management Advisors sold 1,143 iShares Preferred and Income Securities ETF shares in Q1 2023, an estimated $34.9K.
Advanced Asset Management Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and held it in 5 quarters.
Advanced Asset Management Advisors's iShares Preferred and Income Securities ETF position peaked at $34.9K in Q4 2022.
951 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2023.

Based on Advanced Asset Management Advisors's 13F filing for Q1 2023, filed 11 May 2023.