Benchmark Financial Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Benchmark Financial Wealth Advisors’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	–	Sell	-40,607	Closed	-$1.48M	–	80
2022 Q1	$1.48M	Buy	40,607 +3,599	+10%	+$132K	0.63%	26
2021 Q4	$1.46M	Buy	37,008 +26,447	+250%	+$1.03M	0.61%	25
2021 Q3	$410K	Buy	+10,561	New	+$414K	0.19%	43
2021 Q1	–	Sell	-6,862	Closed	-$264K	–	71
2020 Q4	$264K	Buy	6,862 +49	+0.7%	+$1.83K	0.15%	51
2020 Q3	$248K	Buy	6,813 +48	+0.7%	+$1.73K	0.16%	49
2020 Q2	$234K	Buy	6,765 +53	+0.8%	+$1.81K	0.17%	45
2020 Q1	$214K	Buy	6,712 +29	+0.4%	+$1.04K	0.22%	33
2019 Q4	$251K	Buy	6,683 +58	+0.9%	+$2.16K	0.21%	31
2019 Q3	$249K	Buy	6,625 +634	+11%	+$23.6K	0.24%	31
2019 Q2	$221K	Buy	5,991 +47	+0.8%	+$1.72K	0.22%	33
2019 Q1	$217K	Sell	5,944 -4,714	-44%	-$169K	0.23%	31
2018 Q4	$365K	Buy	10,658 +163	+2%	+$5.77K	0.45%	22
2018 Q3	$390K	Buy	+10,495	New	+$394K	0.48%	12

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 $43.6M AUM 1.15% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Benchmark Financial Wealth Advisors's PFF Position: Q2 2022 in Review

Benchmark Financial Wealth Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2022, closing a stake of 40,607 shares — an estimated $1.48M sold.

Benchmark Financial Wealth Advisors first reported a position in PFF in Q3 2018 and held it in 13 quarters. The position peaked at $1.48M in Q1 2022. 990 funds tracked by Wall St. Rank hold PFF as of Q2 2022.

Benchmark Financial Wealth Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2022 after selling out during the quarter.
Benchmark Financial Wealth Advisors sold 40,607 iShares Preferred and Income Securities ETF shares in Q2 2022, an estimated $1.48M.
Benchmark Financial Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q3 2018 and held it in 13 quarters.
Benchmark Financial Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $1.48M in Q1 2022.
990 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2022.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.