Cornell Pochily Investment Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Cornell Pochily Investment 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
2023 Q4	–	Sell	-9,311	Closed	-$281K	–	176
2023 Q3	$281K	Buy	9,311 +42	+0.5%	+$1.28K	0.12%	147
2023 Q2	$287K	Buy	9,269 +99	+1%	+$3.03K	0.12%	146
2023 Q1	$286K	Buy	9,170 +66	+0.7%	+$2.12K	0.12%	144
2022 Q4	$278K	Sell	9,104 -519	-5%	-$16.1K	0.12%	145
2022 Q3	$305K	Sell	9,623 -440	-4%	-$14.7K	0.13%	132
2022 Q2	$331K	Sell	10,063 -326	-3%	-$11K	0.15%	134
2022 Q1	$378K	Buy	10,389 +439	+4%	+$16.1K	0.15%	130
2021 Q4	$392K	Sell	9,950 -205	-2%	-$7.97K	0.15%	126
2021 Q3	$394K	Buy	10,155 +78	+0.8%	+$3.06K	0.17%	118
2021 Q2	$396K	Buy	10,077 +1,376	+16%	+$53.3K	0.17%	121
2021 Q1	$334K	Sell	8,701 -634	-7%	-$24K	0.16%	123
2020 Q4	$359K	Sell	9,335 -933	-9%	-$34.9K	0.17%	114
2020 Q3	$374K	Buy	10,268 +6	+0.1%	+$216	0.21%	101
2020 Q2	$355K	Sell	10,262 -827	-7%	-$28.2K	0.22%	96
2020 Q1	$353K	Sell	11,089 -10	-0.1%	-$359	0.26%	93
2019 Q4	$417K	Sell	11,099 -754	-6%	-$28.1K	0.25%	94
2019 Q3	$445K	Sell	11,853 -2,075	-15%	-$77.2K	0.28%	91
2019 Q2	$513	Buy	13,928 +1,033	+8%	+$37.9K	0.13%	90
2019 Q1	$471K	Sell	12,895 -3,721	-22%	-$134K	0.32%	85
2018 Q4	$568K	Sell	16,616 -2,811	-14%	-$99.6K	0.37%	74
2018 Q3	$721K	Sell	19,427 -3,580	-16%	-$134K	0.49%	60
2018 Q2	$867K	Sell	23,007 -6,413	-22%	-$239K	0.6%	45
2018 Q1	$1.1M	Sell	29,420 -4,341	-13%	-$163K	0.78%	36
2017 Q4	$1.28M	Buy	+33,761	New	+$1.3M	0.83%	35

Other funds holding PFF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cornell Pochily Investment Advisors's PFF Position: Q4 2023 in Review

Cornell Pochily Investment Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2023, closing a stake of 9,311 shares — an estimated $281K sold.

Cornell Pochily Investment Advisors first reported a position in PFF in Q4 2017 and held it in 24 quarters. The position peaked at $1.28M in Q4 2017. 1,031 funds tracked by Wall St. Rank hold PFF as of Q4 2023.

Cornell Pochily Investment Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2023 after selling out during the quarter.
Cornell Pochily Investment Advisors sold 9,311 iShares Preferred and Income Securities ETF shares in Q4 2023, an estimated $281K.
Cornell Pochily Investment Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2017 and held it in 24 quarters.
Cornell Pochily Investment Advisors's iShares Preferred and Income Securities ETF position peaked at $1.28M in Q4 2017.
1,031 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2023.

Based on Cornell Pochily Investment Advisors's 13F filing for Q4 2023, filed 18 Jan 2024.