AXS Investments’s iShares Preferred and Income Securities ETF PFF Stock Holding History

AXS Investments’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	-58,000	Closed	-$1.87M	–	285
2024 Q1	$1.87M	Sell	58,000 -12,000	-17%	-$383K	0.45%	65
2023 Q4	$2.18M	Buy	70,000 +15,000	+27%	+$448K	0.52%	49
2023 Q3	$1.66M	Sell	55,000 -22,000	-29%	-$672K	0.43%	68
2023 Q2	$2.38M	Buy	+77,000	New	+$2.36M	0.64%	34

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 $374B AUM 17.66% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AXS Investments's PFF Position: Q2 2024 in Review

AXS Investments sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2024, closing a stake of 58,000 shares — an estimated $1.87M sold.

AXS Investments first reported a position in PFF in Q2 2023 and held it in 4 quarters. The position peaked at $2.38M in Q2 2023. 1,006 funds tracked by Wall St. Rank hold PFF as of Q2 2024.

AXS Investments reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2024 after selling out during the quarter.
AXS Investments sold 58,000 iShares Preferred and Income Securities ETF shares in Q2 2024, an estimated $1.87M.
AXS Investments first reported a position in iShares Preferred and Income Securities ETF in Q2 2023 and held it in 4 quarters.
AXS Investments's iShares Preferred and Income Securities ETF position peaked at $2.38M in Q2 2023.
1,006 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2024.

Based on AXS Investments's 13F filing for Q2 2024, filed 13 Aug 2024.