AE Wealth Management’s iShares International Preferred Stock ETF IPFF Stock Holding History

AE Wealth Management’s Portfolio IPFF Stock Details IPFF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-14,217	Closed	-$235K	–	1704
2021 Q1	$235K	Buy	+14,217	New	+$231K	﹤0.01%	1346
2020 Q4	–	Sell	-10,125	Closed	-$142K	–	1463
2020 Q3	$142K	Sell	10,125 -2,500	-20%	-$34.6K	﹤0.01%	1192
2020 Q2	$160K	Sell	12,625 -1,650	-12%	-$19.6K	﹤0.01%	1170
2020 Q1	$149K	Buy	+14,275	New	+$196K	﹤0.01%	1027

Other funds holding IPFF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mount Lucas Management Newtown, Pennsylvania $281M AUM 36.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Leo Brokerage Hurst, Texas $876M AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AE Wealth Management's IPFF Position: Q2 2021 in Review

AE Wealth Management sold out of iShares International Preferred Stock ETF (IPFF) in Q2 2021, closing a stake of 14,217 shares — an estimated $235K sold.

AE Wealth Management first reported a position in IPFF in Q1 2020 and held it in 4 quarters. The position peaked at $235K in Q1 2021. 31 funds tracked by Wall St. Rank hold IPFF as of Q2 2021.

AE Wealth Management reported no remaining iShares International Preferred Stock ETF position as of Q2 2021 after selling out during the quarter.
AE Wealth Management sold 14,217 iShares International Preferred Stock ETF shares in Q2 2021, an estimated $235K.
AE Wealth Management first reported a position in iShares International Preferred Stock ETF in Q1 2020 and held it in 4 quarters.
AE Wealth Management's iShares International Preferred Stock ETF position peaked at $235K in Q1 2021.
31 funds tracked by Wall St. Rank held iShares International Preferred Stock ETF as of Q2 2021.

Based on AE Wealth Management's 13F filing for Q2 2021, filed 21 Jul 2021.