Clarity Financial’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Clarity Financial’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 Q1	–	Sell	-21,361	Closed	-$652K	–	76
2022 Q4	$652K	Sell	21,361 -130,769	-86%	-$4.07M	0.13%	55
2022 Q3	$4.82M	Buy	+152,130	New	+$5.1M	1.13%	27
2022 Q2	–	Sell	-6,491	Closed	-$236K	–	95
2022 Q1	$236K	Sell	6,491 -1,555,345	-100%	-$57.2M	0.05%	82
2021 Q4	$61.6M	Buy	1,561,836 +153,511	+11%	+$5.97M	9.62%	1
2021 Q3	$54.7M	Buy	1,408,325 +53,890	+4%	+$2.11M	8.89%	2
2021 Q2	$53.3M	Buy	1,354,435 +91,443	+7%	+$3.54M	10.24%	1
2021 Q1	$48.5M	Buy	1,262,992 +880,468	+230%	+$33.4M	9.82%	2
2020 Q4	$14.7M	Buy	+382,524	New	+$14.3M	3.52%	6

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Clarity Financial's PFF Position: Q1 2023 in Review

Clarity Financial sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2023, closing a stake of 21,361 shares — an estimated $652K sold.

Clarity Financial first reported a position in PFF in Q4 2020 and held it in 8 quarters. The position peaked at $61.6M in Q4 2021. 951 funds tracked by Wall St. Rank hold PFF as of Q1 2023.

Clarity Financial reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2023 after selling out during the quarter.
Clarity Financial sold 21,361 iShares Preferred and Income Securities ETF shares in Q1 2023, an estimated $652K.
Clarity Financial first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and held it in 8 quarters.
Clarity Financial's iShares Preferred and Income Securities ETF position peaked at $61.6M in Q4 2021.
951 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2023.

Based on Clarity Financial's 13F filing for Q1 2023, filed 13 Apr 2023.