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Aquire Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Aquire Wealth 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
2022
Q1 		– Sell
-129
Closed -$5K – 180
2021
Q4 		$5K Buy
+129
New +$5.01K ﹤0.01% 149

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Aquire Wealth Advisors's PFF Position: Q1 2022 in Review

Aquire Wealth Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2022, closing a stake of 129 shares — an estimated $5K sold.

Aquire Wealth Advisors first reported a position in PFF in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 1,047 funds tracked by Wall St. Rank hold PFF as of Q1 2022.

  • Aquire Wealth Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2022 after selling out during the quarter.
  • Aquire Wealth Advisors sold 129 iShares Preferred and Income Securities ETF shares in Q1 2022, an estimated $5K.
  • Aquire Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and held it in 1 quarter.
  • Aquire Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $5K in Q4 2021.
  • 1,047 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2022.

Based on Aquire Wealth Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.