Coulter & Justus Financial Services’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Coulter & Justus Financial Services’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	$1.8M	Buy	+55,833	New	+$1.78M	0.4%	40

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

Coulter & Justus Financial Services's PFF Position: Q1 2024 in Review

Coulter & Justus Financial Services opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q1 2024: 55,833 shares worth $1.8M. The stake represents 0.4% of the portfolio and ranks #40 among its holdings.

1,045 funds tracked by Wall St. Rank hold PFF as of Q1 2024.

Coulter & Justus Financial Services held 55,833 shares of iShares Preferred and Income Securities ETF worth $1.8M as of Q1 2024.
iShares Preferred and Income Securities ETF was a new Coulter & Justus Financial Services position in Q1 2024.
iShares Preferred and Income Securities ETF made up 0.4% of Coulter & Justus Financial Services's portfolio in Q1 2024, its #40 holding.
1,045 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.