BIP
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Bouvel Investment Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bouvel Investment Partners’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
2025
Q4 		– Sell
-110,388
Closed -$3.49M – 87
2025
Q3 		$3.49M Buy
110,388
+4,371
+4% +$137K 1.07% 39
2025
Q2 		$3.25M Buy
106,017
+11,241
+12% +$338K 1.1% 35
2025
Q1 		$3.15M Sell
94,776
-994
-1% -$31.3K 1.18% 38
2024
Q4 		$3.01M Buy
95,770
+994
+1% +$32.5K 1.09% 38
2024
Q3 		$3.15M Buy
94,776
+3,201
+3% +$103K 1.18% 38
2024
Q2 		$2.89M Buy
91,575
+3,242
+4% +$102K 1.12% 38
2024
Q1 		$2.85M Sell
88,333
-3,261
-4% -$104K 1.23% 33
2023
Q4 		$2.86M Buy
91,594
+1,097
+1% +$32.8K 1.33% 30
2023
Q3 		$2.73M Sell
90,497
-740
-0.8% -$22.6K 1.48% 22
2023
Q2 		$2.82M Sell
91,237
-93
-0.1% -$2.85K 1.55% 21
2023
Q1 		$2.85M Buy
91,330
+47,360
+108% +$1.52M 1.67% 21
2022
Q4 		$1.34M Buy
43,970
+459
+1% +$14.3K 0.87% 48
2022
Q3 		$1.38M Buy
+43,511
New +$1.46M 0.92% 45

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 $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return