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Beta Wealth Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Beta Wealth Group’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
2023
Q2 		– Sell
-34,584
Closed -$1.08M – 106
2023
Q1 		$1.08M Buy
+34,584
New +$1.11M 0.62% 40

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Beta Wealth Group's PFF Position: Q2 2023 in Review

Beta Wealth Group sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2023, closing a stake of 34,584 shares — an estimated $1.08M sold.

Beta Wealth Group first reported a position in PFF in Q1 2023 and held it in 1 quarter. The position peaked at $1.08M in Q1 2023. 960 funds tracked by Wall St. Rank hold PFF as of Q2 2023.

  • Beta Wealth Group reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2023 after selling out during the quarter.
  • Beta Wealth Group sold 34,584 iShares Preferred and Income Securities ETF shares in Q2 2023, an estimated $1.08M.
  • Beta Wealth Group first reported a position in iShares Preferred and Income Securities ETF in Q1 2023 and held it in 1 quarter.
  • Beta Wealth Group's iShares Preferred and Income Securities ETF position peaked at $1.08M in Q1 2023.
  • 960 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2023.

Based on Beta Wealth Group's 13F filing for Q2 2023, filed 11 Aug 2023.