Advocacy Wealth Management Services’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Advocacy Wealth Management Services’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
2021 Q3	–	Sell	-667	Closed	-$26K	–	196
2021 Q2	$26K	Buy	+667	New	+$25.8K	﹤0.01%	95
2019 Q1	–	Sell	-400	Closed	-$14K	–	166
2018 Q4	$14K	Hold	400	–	–	0.01%	101
2018 Q3	$15K	Hold	400	–	–	0.01%	110
2018 Q2	$15K	Hold	400	–	–	0.01%	106
2018 Q1	$15K	Hold	400	–	–	0.01%	112
2017 Q4	$15K	Hold	400	–	–	0.01%	130
2017 Q3	$16K	Sell	400 -12,870	-97%	-$501K	0.01%	150
2017 Q2	$520K	Sell	13,270 -322	-2%	-$12.5K	0.19%	28
2017 Q1	$526K	Sell	13,592 -20,618	-60%	-$788K	0.18%	25
2016 Q4	$1.27M	Buy	34,210 +12,519	+58%	+$476K	0.38%	22
2016 Q3	$857K	Sell	21,691 -2,967	-12%	-$118K	0.33%	27
2016 Q2	$984K	Buy	24,658 +8,279	+51%	+$324K	0.5%	28
2016 Q1	$639K	Buy	16,379 +7,368	+82%	+$282K	0.44%	38
2015 Q4	$350K	Buy	+9,011	New	+$351K	0.4%	59
2013 Q3	–	Sell	-6,000	Closed	-$236K	–	304
2013 Q2	$236K	Buy	+6,000	New	+$241K	0.94%	30

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

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advocacy Wealth Management Services's PFF Position: Q3 2021 in Review

Advocacy Wealth Management Services sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2021, closing a stake of 667 shares — an estimated $26K sold.

Advocacy Wealth Management Services first reported a position in PFF in Q2 2013 and held it in 15 quarters. The position peaked at $1.27M in Q4 2016. 973 funds tracked by Wall St. Rank hold PFF as of Q3 2021.

Advocacy Wealth Management Services reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2021 after selling out during the quarter.
Advocacy Wealth Management Services sold 667 iShares Preferred and Income Securities ETF shares in Q3 2021, an estimated $26K.
Advocacy Wealth Management Services first reported a position in iShares Preferred and Income Securities ETF in Q2 2013 and held it in 15 quarters.
Advocacy Wealth Management Services's iShares Preferred and Income Securities ETF position peaked at $1.27M in Q4 2016.
973 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2021.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2021, filed 5 Oct 2021.