Core Wealth Advisors (Florida)’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Core Wealth Advisors (Florida)’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 Q2	–	Sell	-467	Closed	-$15.1K	–	189
2024 Q1	$15.1K	Hold	467	–	–	0.01%	162
2023 Q4	$14.6K	Buy	+467	New	+$14K	0.01%	163
2022 Q3	–	Sell	-300	Closed	-$10K	–	230
2022 Q2	$10K	Sell	300 -35	-10%	-$1.18K	0.01%	143
2022 Q1	$12K	Sell	335 -6,898	-95%	-$254K	0.01%	139
2021 Q4	$285K	Buy	7,233 +8	+0.1%	+$311	0.17%	32
2021 Q3	$280K	Sell	7,225 -597	-8%	-$23.4K	0.19%	34
2021 Q2	$308K	Buy	7,822 +911	+13%	+$35.3K	0.21%	30
2021 Q1	$265K	Sell	6,911 -228	-3%	-$8.65K	0.23%	29
2020 Q4	$275K	Buy	7,139 +4	+0.1%	+$149	0.25%	30
2020 Q3	$260K	Sell	7,135 -2,793	-28%	-$101K	0.24%	31
2020 Q2	$344K	Sell	9,928 -54,830	-85%	-$1.87M	0.3%	32
2020 Q1	$2.06M	Buy	64,758 +16,441	+34%	+$590K	1.57%	16
2019 Q4	$1.82M	Buy	+48,317	New	+$1.8M	1.04%	22

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Core Wealth Advisors (Florida)'s PFF Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2024, closing a stake of 467 shares — an estimated $15.1K sold.

Core Wealth Advisors (Florida) first reported a position in PFF in Q4 2019 and held it in 13 quarters. The position peaked at $2.06M in Q1 2020. 1,007 funds tracked by Wall St. Rank hold PFF as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 467 iShares Preferred and Income Securities ETF shares in Q2 2024, an estimated $15.1K.
Core Wealth Advisors (Florida) first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and held it in 13 quarters.
Core Wealth Advisors (Florida)'s iShares Preferred and Income Securities ETF position peaked at $2.06M in Q1 2020.
1,007 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.