Clarus Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Clarus Wealth Advisors’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 Q4	–	Sell	-9,266	Closed	-$355K	–	116
2021 Q3	$355K	Hold	9,266	–	–	0.22%	73
2021 Q2	$365K	Hold	9,266	–	–	0.23%	74
2021 Q1	$358K	Sell	9,266 -623	-6%	-$23.6K	0.22%	92
2020 Q4	$373K	Hold	9,889	–	–	0.25%	80
2020 Q3	$364K	Sell	9,889 -3,387	-26%	-$122K	0.28%	69
2020 Q2	$460K	Sell	13,276 -2,969	-18%	-$101K	0.39%	58
2020 Q1	$488K	Buy	16,245 +335	+2%	+$12K	0.49%	61
2019 Q4	$602K	Buy	15,910 +626	+4%	+$23.4K	0.4%	69
2019 Q3	$574K	Buy	15,284 +2,350	+18%	+$87.4K	0.42%	54
2019 Q2	$477K	Buy	12,934 +5,423	+72%	+$199K	0.34%	48
2019 Q1	$275K	Buy	7,511 +752	+11%	+$27K	0.21%	68
2018 Q4	$231K	Sell	6,759 -282	-4%	-$9.99K	0.36%	62
2018 Q3	$261K	Sell	7,041 -912	-11%	-$34.2K	0.17%	85
2018 Q2	$299K	Hold	7,953	–	–	0.23%	51
2018 Q1	$299K	Buy	7,953 +227	+3%	+$8.52K	0.28%	51
2017 Q4	$294K	Buy	+7,726	New	+$297K	0.28%	59

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clarus Wealth Advisors's PFF Position: Q4 2021 in Review

Clarus Wealth Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2021, closing a stake of 9,266 shares — an estimated $355K sold.

Clarus Wealth Advisors first reported a position in PFF in Q4 2017 and held it in 16 quarters. The position peaked at $602K in Q4 2019. 1,102 funds tracked by Wall St. Rank hold PFF as of Q4 2021.

Clarus Wealth Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2021 after selling out during the quarter.
Clarus Wealth Advisors sold 9,266 iShares Preferred and Income Securities ETF shares in Q4 2021, an estimated $355K.
Clarus Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2017 and held it in 16 quarters.
Clarus Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $602K in Q4 2019.
1,102 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2021.

Based on Clarus Wealth Advisors's 13F filing for Q4 2021, filed 13 Jan 2022.