Capital Wealth Planning’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Capital Wealth Planning’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
2021 Q1	–	Sell	-5,284	Closed	-$203K	–	135
2020 Q4	$203K	Buy	+5,284	New	+$197K	0.01%	105
2020 Q3	–	Sell	-6,084	Closed	-$210K	–	106
2020 Q2	$210K	Sell	6,084 -6,171	-50%	-$210K	0.01%	96
2020 Q1	$390K	Buy	12,255 +1,500	+14%	+$53.8K	0.02%	143
2019 Q4	$404K	Buy	10,755 +1,000	+10%	+$37.3K	0.02%	132
2019 Q3	$367K	Buy	9,755 +3,475	+55%	+$129K	0.02%	166
2019 Q2	$231K	Buy	+6,280	New	+$230K	0.02%	213

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Capital Wealth Planning's PFF Position: Q1 2021 in Review

Capital Wealth Planning sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2021, closing a stake of 5,284 shares — an estimated $203K sold.

Capital Wealth Planning first reported a position in PFF in Q2 2019 and held it in 6 quarters. The position peaked at $404K in Q4 2019. 953 funds tracked by Wall St. Rank hold PFF as of Q1 2021.

Capital Wealth Planning reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2021 after selling out during the quarter.
Capital Wealth Planning sold 5,284 iShares Preferred and Income Securities ETF shares in Q1 2021, an estimated $203K.
Capital Wealth Planning first reported a position in iShares Preferred and Income Securities ETF in Q2 2019 and held it in 6 quarters.
Capital Wealth Planning's iShares Preferred and Income Securities ETF position peaked at $404K in Q4 2019.
953 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2021.

Based on Capital Wealth Planning's 13F filing for Q1 2021, filed 19 Apr 2021.