B. Riley Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

B. Riley Wealth Management’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 Q2	$1.65M	Buy	50,307 +11,813	+31%	+$400K	0.17%	115
2022 Q1	$1.4M	Sell	38,494 -5,916	-13%	-$218K	0.11%	181
2021 Q4	$1.75M	Sell	44,410 -13,344	-23%	-$519K	0.12%	165
2021 Q3	$2.24M	Buy	57,754 +26,826	+87%	+$1.05M	0.17%	124
2021 Q2	$1.22M	Buy	30,928 +400	+1%	+$15.5K	0.13%	149
2021 Q1	$1.17M	Sell	30,528 -4,550	-13%	-$173K	0.14%	142
2020 Q4	$1.35M	Buy	35,078 +1,935	+6%	+$72.3K	0.17%	119
2020 Q3	$1.21M	Sell	33,143 -26,815	-45%	-$965K	0.14%	132
2020 Q2	$2.08M	Sell	59,958 -17,913	-23%	-$610K	0.23%	101
2020 Q1	$2.48M	Buy	77,871 +21,702	+39%	+$778K	0.26%	94
2019 Q4	$2.11M	Sell	56,169 -14,751	-21%	-$550K	0.32%	73
2019 Q3	$2.66M	Sell	70,920 -131	-0.2%	-$4.87K	0.46%	53
2019 Q2	$2.62M	Buy	71,051 +32,722	+85%	+$1.2M	0.4%	52
2019 Q1	$1.4M	Buy	38,329 +13,270	+53%	+$477K	0.24%	91
2018 Q4	$858K	Buy	25,059 +17,856	+248%	+$632K	0.18%	128
2018 Q3	$267K	Buy	+7,203	New	+$270K	0.07%	238
2016 Q1	$236K	Buy	+6,048	New	+$231K	0.35%	97
2015 Q3	–	Sell	-429	Closed	-$16K	–	586
2015 Q2	$16K	Sell	429 -69	-14%	-$2.74K	0.01%	655
2015 Q1	$19K	Buy	498 +4	+0.8%	+$159	0.01%	623
2014 Q4	$19K	Buy	494 +9	+2%	+$356	0.02%	597
2014 Q3	$19K	Sell	485 -1,694	-78%	-$67.1K	0.01%	621
2014 Q2	$86K	Sell	2,179 -196	-8%	-$7.72K	0.06%	376
2014 Q1	$93K	Buy	+2,375	New	+$90.7K	0.07%	326

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

B. Riley Wealth Management's PFF Position: Q2 2022 in Review

B. Riley Wealth Management increased its iShares Preferred and Income Securities ETF (PFF) stake by 31% in Q2 2022, buying an estimated $400K and bringing the position to 50,307 shares worth $1.65M. The position accounts for 0.17% of the portfolio, ranked #115.

B. Riley Wealth Management first reported a position in PFF in Q1 2014 and has held it in 23 quarters since. The position peaked at $2.66M in Q3 2019. 990 funds tracked by Wall St. Rank hold PFF as of Q2 2022.

B. Riley Wealth Management held 50,307 shares of iShares Preferred and Income Securities ETF worth $1.65M as of Q2 2022.
B. Riley Wealth Management bought 11,813 iShares Preferred and Income Securities ETF shares in Q2 2022, an estimated $400K.
iShares Preferred and Income Securities ETF made up 0.17% of B. Riley Wealth Management's portfolio in Q2 2022, its #115 holding.
B. Riley Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2014 and has held it in 23 quarters since.
B. Riley Wealth Management's iShares Preferred and Income Securities ETF position peaked at $2.66M in Q3 2019.
990 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.