AE Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Sell |
16,879
-22,649
| -57% | -$695K | ﹤0.01% | 910 |
|
|
2025
Q1 | $1.21M | Sell |
39,528
-32,150
| -45% | -$988K | 0.01% | 660 |
|
|
2024
Q4 | $2.25M | Buy |
71,678
+28,327
| +65% | +$891K | 0.02% | 499 |
|
|
2024
Q3 | $1.44M | Buy |
43,351
+13,054
| +43% | +$434K | 0.01% | 625 |
|
|
2024
Q2 | $956K | Buy |
30,297
+1,601
| +6% | +$50.5K | 0.01% | 711 |
|
|
2024
Q1 | $925K | Sell |
28,696
-58,273
| -67% | -$1.88M | 0.01% | 671 |
|
|
2023
Q4 | $2.78M | Sell |
86,969
-122,502
| -58% | -$3.92M | 0.01% | 791 |
|
|
2023
Q3 | $6.32M | Sell |
209,471
-165,129
| -44% | -$4.98M | 0.04% | 482 |
|
|
2023
Q2 | $11.6M | Buy |
374,600
+55,967
| +18% | +$1.73M | 0.07% | 345 |
|
|
2023
Q1 | $9.95M | Buy |
318,633
+114,463
| +56% | +$3.57M | 0.06% | 339 |
|
|
2022
Q4 | $6.23M | Sell |
204,170
-3,209
| -2% | -$98K | 0.05% | 423 |
|
|
2022
Q3 | $6.57M | Sell |
207,379
-2,284
| -1% | -$72.3K | 0.05% | 367 |
|
|
2022
Q2 | $6.89M | Buy |
209,663
+58,302
| +39% | +$1.92M | 0.06% | 351 |
|
|
2022
Q1 | $5.51M | Sell |
151,361
-120,879
| -44% | -$4.4M | 0.04% | 411 |
|
|
2021
Q4 | $10.7M | Sell |
272,240
-17,097
| -6% | -$674K | 0.07% | 250 |
|
|
2021
Q3 | $11.2M | Buy |
289,337
+104,921
| +57% | +$4.07M | 0.09% | 219 |
|
|
2021
Q2 | $7.25M | Sell |
184,416
-61,221
| -25% | -$2.41M | 0.06% | 283 |
|
|
2021
Q1 | $9.43M | Buy |
245,637
+80,212
| +48% | +$3.08M | 0.1% | 215 |
|
|
2020
Q4 | $6.37M | Buy |
165,425
+91,151
| +123% | +$3.51M | 0.07% | 239 |
|
|
2020
Q3 | $2.71M | Sell |
74,274
-78,552
| -51% | -$2.86M | 0.04% | 352 |
|
|
2020
Q2 | $5.29M | Buy |
152,826
+85,571
| +127% | +$2.96M | 0.08% | 214 |
|
|
2020
Q1 | $2.14M | Buy |
67,255
+31,349
| +87% | +$998K | 0.05% | 294 |
|
|
2019
Q4 | $1.35M | Sell |
35,906
-4,381
| -11% | -$165K | 0.03% | 458 |
|
|
2019
Q3 | $1.51M | Sell |
40,287
-18,975
| -32% | -$712K | 0.04% | 337 |
|
|
2019
Q2 | $2.18M | Buy |
59,262
+37,933
| +178% | +$1.4M | 0.07% | 224 |
|
|
2019
Q1 | $780K | Sell |
21,329
-5,138
| -19% | -$188K | 0.05% | 250 |
|
|
2018
Q4 | $906K | Sell |
26,467
-35,178
| -57% | -$1.2M | 0.16% | 159 |
|
|
2018
Q3 | $2.29M | Buy |
61,645
+29,931
| +94% | +$1.11M | 0.13% | 126 |
|
|
2018
Q2 | $1.2M | Sell |
31,714
-1,212
| -4% | -$45.7K | 0.08% | 144 |
|
|
2018
Q1 | $1.24M | Sell |
32,926
-8,811
| -21% | -$331K | 0.1% | 133 |
|
|
2017
Q4 | $1.59M | Buy |
41,737
+11,920
| +40% | +$454K | 0.14% | 109 |
|
|
2017
Q3 | $1.16M | Buy |
29,817
+11,028
| +59% | +$428K | 0.11% | 122 |
|
|
2017
Q2 | $736K | Sell |
18,789
-808
| -4% | -$31.7K | 0.09% | 189 |
|
|
2017
Q1 | $758K | Buy |
19,597
+2,137
| +12% | +$82.7K | 0.14% | 137 |
|
|
2016
Q4 | $650K | Buy |
+17,460
| New | +$650K | 0.26% | 98 |
|