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

Cutler 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
2024 Q1	$3K	Sell	3,500 -15,200	-81%	-$485K	﹤0.01%	1742
2023 Q4	$13K	Buy	18,700 +3,500	+23%	+$105K	﹤0.01%	2251
2023 Q3	$1K	Buy	15,200 +9,400	+162%	+$287K	﹤0.01%	3594
2023 Q2	$2K	Buy	5,800 +500	+9%	+$15.3K	﹤0.01%	3081
2023 Q1	$4K	Buy	+5,300	New	+$170K	﹤0.01%	2856
2022 Q4	–	Sell	-11,100	Closed	-$1K	–	5004
2022 Q3	$1K	Buy	+11,100	New	+$372K	﹤0.01%	4637
2022 Q2	–	Sell	-10,400	Closed	-$5K	–	5490
2022 Q1	$5K	Buy	+10,400	New	+$382K	﹤0.01%	4156
2021 Q1	–	Sell	-10,000	Closed	-$14K	–	6114
2020 Q4	$14K	Buy	+10,000	New	+$374K	﹤0.01%	2940
2020 Q3	–	Sell	-16,300	Closed	-$2K	–	5113
2020 Q2	$2K	Buy	16,300 +3,400	+26%	+$116K	﹤0.01%	3807
2020 Q1	$4K	Buy	12,900 +2,500	+24%	+$89.7K	﹤0.01%	3208
2019 Q4	$1K	Buy	+10,400	New	+$388K	﹤0.01%	3735
2019 Q3	–	Sell	-13,300	Closed	-$1K	–	4551
2019 Q2	$1K	Buy	13,300 +9,900	+291%	+$363K	﹤0.01%	3944
2019 Q1	$1K	Buy	+3,400	New	+$122K	﹤0.01%	3758

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Cutler Group's PFF Position: Q3 2023 in Review

Cutler Group sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2023, closing a stake of 200 shares — an estimated $6.11K sold.

Cutler Group first reported a position in PFF in Q3 2016 and held it in 13 quarters. The position peaked at $1.31M in Q1 2019. 959 funds tracked by Wall St. Rank hold PFF as of Q3 2023.

Cutler Group reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2023 after selling out during the quarter.
Cutler Group sold 200 iShares Preferred and Income Securities ETF shares in Q3 2023, an estimated $6.11K.
Cutler Group first reported a position in iShares Preferred and Income Securities ETF in Q3 2016 and held it in 13 quarters.
Cutler Group's iShares Preferred and Income Securities ETF position peaked at $1.31M in Q1 2019.
959 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2023.

Based on Cutler Group's 13F filing for Q3 2023, filed 7 Nov 2023.