AAS
Avantax Advisory Services’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.67M | Sell |
184,799
-239,016
| -56% | -$7.33M | 0.03% | 417 |
|
2025
Q1 | $13M | Buy |
423,815
+48,665
| +13% | +$1.5M | 0.08% | 197 |
|
2024
Q4 | $11.8M | Sell |
375,150
-6,282
| -2% | -$198K | 0.07% | 192 |
|
2024
Q3 | $12.7M | Buy |
381,432
+49,861
| +15% | +$1.66M | 0.08% | 179 |
|
2024
Q2 | $10.5M | Buy |
331,571
+30,583
| +10% | +$965K | 0.07% | 197 |
|
2024
Q1 | $9.7M | Buy |
300,988
+63,706
| +27% | +$2.05M | 0.09% | 179 |
|
2023
Q4 | $7.4M | Buy |
237,282
+18,431
| +8% | +$575K | 0.07% | 209 |
|
2023
Q3 | $6.6M | Sell |
218,851
-9,150
| -4% | -$276K | 0.07% | 205 |
|
2023
Q2 | $7.05M | Sell |
228,001
-47,958
| -17% | -$1.48M | 0.08% | 187 |
|
2023
Q1 | $8.62M | Buy |
275,959
+10,335
| +4% | +$323K | 0.11% | 154 |
|
2022
Q4 | $8.11M | Sell |
265,624
-27,936
| -10% | -$853K | 0.11% | 158 |
|
2022
Q3 | $9.3M | Sell |
293,560
-20,494
| -7% | -$649K | 0.14% | 115 |
|
2022
Q2 | $10.3M | Sell |
314,054
-237,936
| -43% | -$7.82M | 0.16% | 100 |
|
2022
Q1 | $20.1M | Sell |
551,990
-17,616
| -3% | -$641K | 0.28% | 56 |
|
2021
Q4 | $22.5M | Buy |
569,606
+55,752
| +11% | +$2.2M | 0.34% | 41 |
|
2021
Q3 | $20M | Buy |
513,854
+26,424
| +5% | +$1.03M | 0.33% | 44 |
|
2021
Q2 | $19.2M | Buy |
487,430
+29,568
| +6% | +$1.16M | 0.35% | 46 |
|
2021
Q1 | $17.6M | Buy |
457,862
+43,342
| +10% | +$1.66M | 0.38% | 44 |
|
2020
Q4 | $16M | Sell |
414,520
-222,762
| -35% | -$8.58M | 0.38% | 45 |
|
2020
Q3 | $23.2M | Buy |
637,282
+149,998
| +31% | +$5.47M | 0.37% | 46 |
|
2020
Q2 | $16.9M | Sell |
487,284
-33,285
| -6% | -$1.15M | 0.49% | 33 |
|
2020
Q1 | $16.6M | Buy |
520,569
+19,429
| +4% | +$619K | 0.5% | 29 |
|
2019
Q4 | $18.8M | Buy |
501,140
+131,982
| +36% | +$4.96M | 0.44% | 30 |
|
2019
Q3 | $13.9M | Buy |
369,158
+28,051
| +8% | +$1.05M | 0.56% | 22 |
|
2019
Q2 | $12.6M | Buy |
341,107
+23,675
| +7% | +$872K | 0.55% | 20 |
|
2019
Q1 | $11.6M | Buy |
317,432
+45,517
| +17% | +$1.66M | 0.62% | 14 |
|
2018
Q4 | $9.31M | Buy |
+271,915
| New | +$9.31M | 1.56% | 8 |
|