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CSC
Caldwell Sutter Capital’s
iShares Preferred and Income Securities ETF
PFF
Stock Holding History
Caldwell Sutter Capital’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
2026
Q1
$28.5K
Buy
940
+75
+9%
+$2.35K
0.01%
440
2025
Q4
$26.8K
Sell
865
-154
-15%
-$4.8K
0.01%
438
2025
Q3
$32.2K
Buy
1,019
+100
+11%
+$3.14K
0.01%
415
2025
Q2
$28.2K
Buy
919
+20
+2%
+$602
0.01%
422
2025
Q1
$27.6K
Sell
899
-950
-51%
-$29.9K
0.01%
426
2024
Q4
$58.1K
Sell
1,849
-1,000
-35%
-$32.6K
0.03%
342
2024
Q3
$94.7K
Sell
2,849
-811
-22%
-$26.1K
0.04%
286
2024
Q2
$115K
Buy
3,660
+275
+8%
+$8.66K
0.06%
255
2024
Q1
$109K
Buy
3,385
+2,000
+144%
+$63.8K
0.05%
265
2023
Q4
$43.2K
Hold
1,385
–
–
0.02%
355
2023
Q3
$41.8K
Hold
1,385
–
–
0.02%
343
2023
Q2
$42.8K
Buy
1,385
+1,231
+799%
+$37.7K
0.02%
341
2023
Q1
$4.81K
Buy
+154
New
+$4.95K
﹤0.01%
442
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1-Year Est. Return
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$376B AUM
19.32%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
Royal Bank of Canada
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$528B AUM
27.57%
1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
Mariner
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$85.7B AUM
24.21%
1-Year Est. Return
FIB
First Interstate Bank
Billings, Montana
$1.78B AUM
13.62%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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