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Coppell Advisory Solutions’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Coppell Advisory Solutions’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
2025
Q2 		– Sell
-26,683
Closed -$2.95M – 420
2025
Q1 		$2.95M Buy
26,683
+22,921
+609% +$723K 0.41% 48
2024
Q4 		$118K Buy
3,762
+1,384
+58% +$45.2K 0.02% 392
2024
Q3 		$79.5K Sell
2,378
-310
-12% -$9.98K 0.01% 444
2024
Q2 		$84.8K Buy
+2,688
New +$84.6K 0.01% 393
2023
Q4 		$4.03M Buy
129,204
+128,641
+22,849% +$3.84M 0.8% 24
2023
Q3 		$17.2K Sell
563
-134
-19% -$4.1K 0.01% 516
2023
Q2 		$21.4K Buy
+697
New +$21.3K 0.01% 547
2023
Q1 		– Sell
-563
Closed -$17.2K – 812
2022
Q4 		$17.2K Buy
+563
New +$17.5K 0.01% 522
2020
Q4 		$3.57M Buy
+92,752
New +$3.47M 1.8% 10

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return