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

Avestar Capital’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
2022 Q1	–	Sell	-172,244	Closed	-$6.79M	–	452
2021 Q4	$6.79M	Buy	172,244 +1,037	+0.6%	+$40.3K	0.83%	24
2021 Q3	$6.64M	Buy	171,207 +1,084	+0.6%	+$42.5K	0.85%	22
2021 Q2	$6.69M	Buy	170,123 +128,621	+310%	+$4.98M	0.9%	19
2021 Q1	$1.61M	Buy	41,502 +26,030	+168%	+$987K	0.36%	50
2020 Q4	$596K	Buy	15,472 +5,915	+62%	+$221K	0.17%	114
2020 Q3	$351K	Buy	9,557 +1,807	+23%	+$65K	0.12%	143
2020 Q2	$268K	Buy	7,750 +1,137	+17%	+$38.7K	0.12%	147
2020 Q1	$211K	Buy	6,613 +1,105	+20%	+$39.6K	0.12%	148
2019 Q4	$207K	Buy	+5,508	New	+$205K	0.12%	155
2019 Q3	–	Sell	-1,673	Closed	-$61K	–	645
2019 Q2	$61K	Hold	1,673	–	–	0.04%	270
2019 Q1	$60K	Hold	1,673	–	–	0.04%	264
2018 Q4	$57K	Hold	1,673	–	–	0.04%	248
2018 Q3	$62K	Hold	1,673	–	–	0.04%	253
2018 Q2	$62K	Hold	1,673	–	–	0.04%	253
2018 Q1	$62K	Hold	1,673	–	–	0.04%	224
2017 Q4	$63K	Buy	+1,673	New	+$64.2K	0.05%	219

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

Avestar Capital's PFF Position: Q1 2022 in Review

Avestar Capital sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2022, closing a stake of 172,244 shares — an estimated $6.79M sold.

Avestar Capital first reported a position in PFF in Q4 2017 and held it in 16 quarters. The position peaked at $6.79M in Q4 2021. 1,048 funds tracked by Wall St. Rank hold PFF as of Q1 2022.

Avestar Capital reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2022 after selling out during the quarter.
Avestar Capital sold 172,244 iShares Preferred and Income Securities ETF shares in Q1 2022, an estimated $6.79M.
Avestar Capital first reported a position in iShares Preferred and Income Securities ETF in Q4 2017 and held it in 16 quarters.
Avestar Capital's iShares Preferred and Income Securities ETF position peaked at $6.79M in Q4 2021.
1,048 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2022.

Based on Avestar Capital's 13F filing for Q1 2022, filed 26 Apr 2022.