ACA
PFF icon

Atlas Capital Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Atlas Capital 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
2024
Q3 		– Sell
-3,027
Closed -$95.5K – 948
2024
Q2 		$95.5K Sell
3,027
-58
-2% -$1.83K 0.01% 504
2024
Q1 		$99.4K Buy
3,085
+38
+1% +$1.21K 0.02% 482
2023
Q4 		$95K Sell
3,047
-62
-2% -$1.85K 0.01% 508
2023
Q3 		$93.7K Hold
3,109
– – 0.02% 464
2023
Q2 		$96.2K Sell
3,109
-945
-23% -$28.9K 0.01% 480
2023
Q1 		$127K Sell
4,054
-13,766
-77% -$442K 0.02% 425
2022
Q4 		$544K Sell
17,820
-5,813
-25% -$181K 0.09% 180
2022
Q3 		$748K Sell
23,633
-1,241
-5% -$41.6K 0.14% 123
2022
Q2 		$818K Sell
24,874
-24,471
-50% -$828K 0.14% 127
2022
Q1 		$1.8M Sell
49,345
-9,351
-16% -$344K 0.28% 80
2021
Q4 		$2.31M Sell
58,696
-140,463
-71% -$5.46M 0.34% 62
2021
Q3 		$7.73M Buy
199,159
+11,294
+6% +$443K 1.24% 19
2021
Q2 		$7.39M Buy
187,865
+956
+0.5% +$37K 1.24% 18
2021
Q1 		$7.18M Buy
186,909
+3,208
+2% +$122K 1.4% 11
2020
Q4 		$7.07M Buy
183,701
+26,187
+17% +$978K 1.49% 11
2020
Q3 		$5.74M Buy
157,514
+42,703
+37% +$1.54M 1.36% 14
2020
Q2 		$3.98M Sell
114,811
-1,111
-1% -$37.9K 0.93% 18
2020
Q1 		$3.69M Sell
115,922
-22,953
-17% -$823K 1.1% 18
2019
Q4 		$5.22M Buy
138,875
+23,418
+20% +$874K 1.3% 12
2019
Q3 		$4.33M Buy
115,457
+6,005
+5% +$223K 1.3% 6
2019
Q2 		$4.03M Buy
109,452
+6,133
+6% +$225K 1.33% 6
2019
Q1 		$3.78M Sell
103,319
-634
-0.6% -$22.8K 1.36% 8
2018
Q4 		$3.56M Sell
103,953
-24,706
-19% -$875K 1.43% 6
2018
Q3 		$4.68M Buy
128,659
+12,979
+11% +$487K 1.56% 6
2018
Q2 		$4.34M Sell
115,680
-12,248
-10% -$456K 1.54% 5
2018
Q1 		$4.8M Buy
+127,928
New +$4.8M 1.47% 7

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Atlas Capital Advisors's PFF Position: Q3 2024 in Review

Atlas Capital Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2024, closing a stake of 3,027 shares — an estimated $95.5K sold.

Atlas Capital Advisors first reported a position in PFF in Q1 2018 and held it in 26 quarters. The position peaked at $7.73M in Q3 2021. 1,018 funds tracked by Wall St. Rank hold PFF as of Q3 2024.

  • Atlas Capital Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2024 after selling out during the quarter.
  • Atlas Capital Advisors sold 3,027 iShares Preferred and Income Securities ETF shares in Q3 2024, an estimated $95.5K.
  • Atlas Capital Advisors first reported a position in iShares Preferred and Income Securities ETF in Q1 2018 and held it in 26 quarters.
  • Atlas Capital Advisors's iShares Preferred and Income Securities ETF position peaked at $7.73M in Q3 2021.
  • 1,018 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2024.

Based on Atlas Capital Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.