Appleton Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Appleton Group’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	-86,225	Closed	-$2.63M	–	43
2022 Q4	$2.63M	Buy	+86,225	New	+$2.68M	3.86%	7
2016 Q4	–	Sell	-52,442	Closed	-$2.07M	–	31
2016 Q3	$2.07M	Sell	52,442 -6,761	-11%	-$270K	2.5%	15
2016 Q2	$2.36M	Sell	59,203 -274	-0.5%	-$10.7K	3.93%	8
2016 Q1	$2.32M	Buy	59,477 +3,163	+6%	+$121K	2.76%	8
2015 Q4	$2.19M	Sell	56,314 -1,528	-3%	-$59.5K	2.85%	8
2015 Q3	$2.23M	Buy	57,842 +2,392	+4%	+$93.5K	6.53%	6
2015 Q2	$2.17M	Buy	55,450 +1,484	+3%	+$58.9K	2.47%	10
2015 Q1	$2.17M	Buy	53,966 +6,149	+13%	+$245K	2.3%	11
2014 Q4	$1.89M	Buy	47,817 +825	+2%	+$32.6K	2.28%	10
2014 Q3	$1.86M	Buy	46,992 +4,373	+10%	+$173K	2.35%	10
2014 Q2	$1.7M	Sell	42,619 -794	-2%	-$31.3K	1.89%	11
2014 Q1	$1.69M	Buy	43,413 +37,288	+609%	+$1.42M	2.08%	10
2013 Q4	$226K	Buy	+6,125	New	+$231K	0.3%	15

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

Appleton Group's PFF Position: Q1 2023 in Review

Appleton Group sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2023, closing a stake of 86,225 shares — an estimated $2.63M sold.

Appleton Group first reported a position in PFF in Q4 2013 and held it in 13 quarters. The position peaked at $2.63M in Q4 2022. 951 funds tracked by Wall St. Rank hold PFF as of Q1 2023.

Appleton Group reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2023 after selling out during the quarter.
Appleton Group sold 86,225 iShares Preferred and Income Securities ETF shares in Q1 2023, an estimated $2.63M.
Appleton Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2013 and held it in 13 quarters.
Appleton Group's iShares Preferred and Income Securities ETF position peaked at $2.63M in Q4 2022.
951 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2023.

Based on Appleton Group's 13F filing for Q1 2023, filed 9 May 2023.