Aveo Capital Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Aveo Capital 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
2025 Q1	–	Sell	-8,638	Closed	-$272K	–	288
2024 Q4	$272K	Buy	+8,638	New	+$282K	0.03%	301
2024 Q2	–	Sell	-7,643	Closed	-$241K	–	360
2024 Q1	$241K	Buy	+7,643	New	+$244K	0.03%	321
2017 Q2	–	Sell	-5,263	Closed	-$204K	–	141
2017 Q1	$204K	Sell	5,263 -31,949	-86%	-$1.22M	0.07%	120
2016 Q4	$1.39M	Buy	+37,212	New	+$1.41M	0.39%	45

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aveo Capital Partners's PFF Position: Q1 2025 in Review

Aveo Capital Partners sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2025, closing a stake of 8,638 shares — an estimated $272K sold.

Aveo Capital Partners first reported a position in PFF in Q4 2016 and held it in 4 quarters. The position peaked at $1.39M in Q4 2016. 1,022 funds tracked by Wall St. Rank hold PFF as of Q1 2025.

Aveo Capital Partners reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2025 after selling out during the quarter.
Aveo Capital Partners sold 8,638 iShares Preferred and Income Securities ETF shares in Q1 2025, an estimated $272K.
Aveo Capital Partners first reported a position in iShares Preferred and Income Securities ETF in Q4 2016 and held it in 4 quarters.
Aveo Capital Partners's iShares Preferred and Income Securities ETF position peaked at $1.39M in Q4 2016.
1,022 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.