Atria Wealth Solutions’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
$3.57M Sell
116,028
-223,728
-66% -$6.89M 0.08% 271
2025
Q1
$10.4M Sell
339,756
-22,254
-6% -$684K 0.13% 173
2024
Q4
$11.4M Buy
362,010
+45,047
+14% +$1.42M 0.12% 171
2024
Q3
$10.5M Sell
316,963
-1,433
-0.5% -$47.6K 0.11% 190
2024
Q2
$10M Sell
318,396
-16,344
-5% -$516K 0.11% 188
2024
Q1
$10.8M Buy
334,740
+20,819
+7% +$671K 0.12% 179
2023
Q4
$9.79M Buy
313,921
+4,107
+1% +$128K 0.12% 170
2023
Q3
$9.34M Buy
309,814
+10,276
+3% +$310K 0.13% 169
2023
Q2
$9.26M Buy
299,538
+9,065
+3% +$280K 0.13% 165
2023
Q1
$9.07M Sell
290,473
-44,695
-13% -$1.4M 0.13% 157
2022
Q4
$10.2M Sell
335,168
-15,211
-4% -$464K 0.16% 138
2022
Q3
$11.1M Buy
350,379
+216,979
+163% +$6.87M 0.19% 113
2022
Q2
$11.1M Sell
133,400
-139,835
-51% -$11.6M 0.21% 102
2022
Q1
$9.95M Buy
+273,235
New +$9.95M 0.17% 128