Csenge Advisory Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Csenge Advisory Group’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	-6,957	Closed	-$210K	–	697
2023 Q3	$210K	Buy	6,957 +364	+6%	+$11.1K	0.01%	581
2023 Q2	$204K	Sell	6,593 -954	-13%	-$29.2K	0.01%	610
2023 Q1	$236K	Sell	7,547 -993	-12%	-$31.9K	0.02%	512
2022 Q4	$261K	Sell	8,540 -5,742	-40%	-$179K	0.02%	499
2022 Q3	$452K	Buy	14,282 +8,060	+130%	+$270K	0.04%	359
2022 Q2	$205K	Buy	6,222 +592	+11%	+$20K	0.02%	536
2022 Q1	$205K	Buy	+5,630	New	+$207K	0.02%	599
2020 Q1	–	Sell	-6,049	Closed	-$227K	–	328
2019 Q4	$227K	Buy	+6,049	New	+$226K	0.06%	259
2018 Q4	–	Sell	-2,029	Closed	-$72K	–	1120
2018 Q3	$72K	Buy	+2,029	New	+$76.1K	0.03%	262
2018 Q2	–	Sell	-6,397	Closed	-$240K	–	298
2018 Q1	$240K	Buy	6,397 +686	+12%	+$25.7K	0.08%	225
2017 Q4	$217K	Buy	5,711 +177	+3%	+$6.79K	0.08%	231
2017 Q3	$215K	Buy	+5,534	New	+$216K	0.08%	227

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Csenge Advisory Group's PFF Position: Q4 2023 in Review

Csenge Advisory Group sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2023, closing a stake of 6,957 shares — an estimated $210K sold.

Csenge Advisory Group first reported a position in PFF in Q3 2017 and held it in 12 quarters. The position peaked at $452K in Q3 2022. 1,032 funds tracked by Wall St. Rank hold PFF as of Q4 2023.

Csenge Advisory Group reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2023 after selling out during the quarter.
Csenge Advisory Group sold 6,957 iShares Preferred and Income Securities ETF shares in Q4 2023, an estimated $210K.
Csenge Advisory Group first reported a position in iShares Preferred and Income Securities ETF in Q3 2017 and held it in 12 quarters.
Csenge Advisory Group's iShares Preferred and Income Securities ETF position peaked at $452K in Q3 2022.
1,032 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2023.

Based on Csenge Advisory Group's 13F filing for Q4 2023, filed 13 Feb 2024.