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Avantax Planning Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Avantax Planning Partners’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
Q2 		– Sell
-24,640
Closed -$794K – 488
2024
Q1 		$794K Buy
24,640
+1,333
+6% +$42.5K 0.03% 225
2023
Q4 		$727K Buy
23,307
+2,918
+14% +$87.2K 0.03% 200
2023
Q3 		$615K Sell
20,389
-560
-3% -$17.1K 0.03% 207
2023
Q2 		$648K Buy
20,949
+1,345
+7% +$41.2K 0.03% 212
2023
Q1 		$612K Sell
19,604
-967
-5% -$31.1K 0.02% 217
2022
Q4 		$628K Buy
20,571
+1,040
+5% +$32.4K 0.02% 217
2022
Q3 		$619K Sell
19,531
-10,139
-34% -$340K 0.03% 202
2022
Q2 		$976K Sell
29,670
-31,345
-51% -$1.06M 0.04% 159
2022
Q1 		$2.22M Sell
61,015
-9,832
-14% -$362K 0.09% 98
2021
Q4 		$2.79M Buy
70,847
+4,812
+7% +$187K 0.11% 79
2021
Q3 		$2.56M Sell
66,035
-123,290
-65% -$4.84M 0.12% 71
2021
Q2 		$7.45M Buy
189,325
+108,517
+134% +$4.2M 0.35% 24
2021
Q1 		$3.1M Sell
80,808
-4,316
-5% -$164K 0.16% 53
2020
Q4 		$3.28M Buy
85,124
+18,467
+28% +$690K 0.17% 46
2020
Q3 		$2.43M Buy
66,657
+2,361
+4% +$85K 0.13% 68
2020
Q2 		$2.23M Sell
64,296
-7,813
-11% -$266K 0.13% 68
2020
Q1 		$2.3M Sell
72,109
-9,358
-11% -$336K 0.16% 48
2019
Q4 		$3.06M Buy
81,467
+10,505
+15% +$392K 0.18% 49
2019
Q3 		$2.66M Sell
70,962
-323
-0.5% -$12K 0.16% 54
2019
Q2 		$2.62M Buy
71,285
+994
+1% +$36.4K 0.17% 53
2019
Q1 		$2.57M Sell
70,291
-298,995
-81% -$10.7M 0.18% 53
2018
Q4 		$12.6M Buy
369,286
+351,756
+2,007% +$12.5M 0.95% 16
2018
Q3 		$651K Buy
17,530
+2,312
+15% +$86.7K 0.05% 123
2018
Q2 		$574K Sell
15,218
-13,010
-46% -$485K 0.05% 122
2018
Q1 		$1.06M Sell
28,228
-4,307
-13% -$162K 0.09% 92
2017
Q4 		$1.24M Sell
32,535
-465
-1% -$17.9K 0.11% 83
2017
Q3 		$1.28M Buy
33,000
+270
+0.8% +$10.5K 0.1% 93
2017
Q2 		$1.28M Buy
32,730
+4,530
+16% +$176K 0.11% 90
2017
Q1 		$1.09M Sell
28,200
-3,513
-11% -$134K 0.1% 93
2016
Q4 		$1.18M Buy
+31,713
New +$1.21M 0.13% 75

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Avantax Planning Partners's PFF Position: Q2 2024 in Review

Avantax Planning Partners sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2024, closing a stake of 24,640 shares — an estimated $794K sold.

Avantax Planning Partners first reported a position in PFF in Q4 2016 and held it in 30 quarters. The position peaked at $12.6M in Q4 2018. 1,009 funds tracked by Wall St. Rank hold PFF as of Q2 2024.

  • Avantax Planning Partners reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2024 after selling out during the quarter.
  • Avantax Planning Partners sold 24,640 iShares Preferred and Income Securities ETF shares in Q2 2024, an estimated $794K.
  • Avantax Planning Partners first reported a position in iShares Preferred and Income Securities ETF in Q4 2016 and held it in 30 quarters.
  • Avantax Planning Partners's iShares Preferred and Income Securities ETF position peaked at $12.6M in Q4 2018.
  • 1,009 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2024.

Based on Avantax Planning Partners's 13F filing for Q2 2024, filed 9 Aug 2024.