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

Connectus Wealth’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
2024 Q1	$217K	Sell	6,735 -196,062	-97%	-$6.25M	0.01%	353
2023 Q4	$6.33M	Buy	202,797 +196,062	+2,911%	+$5.86M	0.13%	150
2023 Q3	$203K	Sell	6,735 -222,671	-97%	-$6.81M	﹤0.01%	467
2023 Q2	$7.1M	Sell	229,406 -2,455	-1%	-$75.1K	0.16%	119
2023 Q1	$7.25M	Buy	231,861 +5,568	+2%	+$179K	0.18%	120
2022 Q4	$6.92M	Sell	226,293 -11,781	-5%	-$366K	0.16%	121
2022 Q3	$7.55M	Buy	238,074 +197,059	+480%	+$6.61M	0.16%	142
2022 Q2	$1.35M	Sell	41,015 -178,402	-81%	-$6.04M	0.03%	237
2022 Q1	$8.66M	Buy	+219,417	New	+$8.07M	0.27%	83

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Connectus Wealth's PFF Position: Q1 2024 in Review

Connectus Wealth reduced its iShares Preferred and Income Securities ETF (PFF) stake by 97% in Q1 2024, selling an estimated $6.25M and leaving 6,735 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #353.

Connectus Wealth first reported a position in PFF in Q1 2022 and has held it in 9 quarters since. The position peaked at $8.66M in Q1 2022. 1,045 funds tracked by Wall St. Rank hold PFF as of Q1 2024.

Connectus Wealth held 6,735 shares of iShares Preferred and Income Securities ETF worth $217K as of Q1 2024.
Connectus Wealth sold 196,062 iShares Preferred and Income Securities ETF shares in Q1 2024, an estimated $6.25M.
iShares Preferred and Income Securities ETF made up 0.01% of Connectus Wealth's portfolio in Q1 2024, its #353 holding.
Connectus Wealth first reported a position in iShares Preferred and Income Securities ETF in Q1 2022 and has held it in 9 quarters since.
Connectus Wealth's iShares Preferred and Income Securities ETF position peaked at $8.66M in Q1 2022.
1,045 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.