Clearwater Capital Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Clearwater Capital 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
2022 Q4	–	Sell	-36,056	Closed	-$1.14M	–	169
2022 Q3	$1.14M	Sell	36,056 -658	-2%	-$22.1K	0.16%	71
2022 Q2	$1.21M	Sell	36,714 -101	-0.3%	-$3.42K	0.16%	66
2022 Q1	$1.34M	Sell	36,815 -664	-2%	-$24.4K	0.15%	67
2021 Q4	$1.48M	Sell	37,479 -162	-0.4%	-$6.3K	0.16%	68
2021 Q3	$1.46M	Sell	37,641 -672	-2%	-$26.4K	0.17%	63
2021 Q2	$1.51M	Sell	38,313 -933	-2%	-$36.1K	0.18%	63
2021 Q1	$1.51M	Sell	39,246 -230	-0.6%	-$8.72K	0.19%	62
2020 Q4	$1.52M	Sell	39,476 -273	-0.7%	-$10.2K	0.2%	56
2020 Q3	$1.45M	Sell	39,749 -697	-2%	-$25.1K	0.23%	52
2020 Q2	$1.4M	Sell	40,446 -4,946	-11%	-$169K	0.23%	55
2020 Q1	$1.45M	Sell	45,392 -14,140	-24%	-$507K	0.31%	50
2019 Q4	$2.24M	Sell	59,532 -17,147	-22%	-$640K	0.37%	55
2019 Q3	$2.88M	Sell	76,679 -6,280	-8%	-$234K	0.51%	48
2019 Q2	$3.06M	Sell	82,959 -2,373	-3%	-$87K	0.56%	51
2019 Q1	$3.12M	Sell	85,332 -9,793	-10%	-$352K	0.58%	53
2018 Q4	$3.26M	Buy	95,125 +30,179	+46%	+$1.07M	0.71%	42
2018 Q3	$2.41M	Buy	64,946 +4,131	+7%	+$155K	0.47%	65
2018 Q2	$2.29M	Buy	60,815 +481	+0.8%	+$17.9K	0.47%	63
2018 Q1	$2.27M	Buy	60,334 +5,241	+10%	+$197K	0.47%	61
2017 Q4	$2.1M	Buy	55,093 +2,556	+5%	+$98.1K	0.46%	64
2017 Q3	$2.01M	Buy	52,537 +4,476	+9%	+$174K	0.47%	64
2017 Q2	$1.88M	Buy	48,061 +361	+0.8%	+$14K	0.48%	60
2017 Q1	$1.84M	Sell	47,700 -642	-1%	-$24.5K	0.5%	60
2016 Q4	$1.81M	Sell	48,342 -13,756	-22%	-$523K	0.63%	48
2016 Q3	$2.44M	Buy	62,098 +288	+0.5%	+$11.5K	0.85%	38
2016 Q2	$2.44M	Buy	+61,810	New	+$2.42M	0.9%	37

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Clearwater Capital Advisors's PFF Position: Q4 2022 in Review

Clearwater Capital Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2022, closing a stake of 36,056 shares — an estimated $1.14M sold.

Clearwater Capital Advisors first reported a position in PFF in Q2 2016 and held it in 26 quarters. The position peaked at $3.26M in Q4 2018. 977 funds tracked by Wall St. Rank hold PFF as of Q4 2022.

Clearwater Capital Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2022 after selling out during the quarter.
Clearwater Capital Advisors sold 36,056 iShares Preferred and Income Securities ETF shares in Q4 2022, an estimated $1.14M.
Clearwater Capital Advisors first reported a position in iShares Preferred and Income Securities ETF in Q2 2016 and held it in 26 quarters.
Clearwater Capital Advisors's iShares Preferred and Income Securities ETF position peaked at $3.26M in Q4 2018.
977 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2022.

Based on Clearwater Capital Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.