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

Dana 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
2024
Q1 		– Sell
-21,589
Closed -$673K – 554
2023
Q4 		$673K Buy
21,589
+1,494
+7% +$44.6K 0.03% 296
2023
Q3 		$606K Sell
20,095
-179
-0.9% -$5.47K 0.03% 288
2023
Q2 		$627K Sell
20,274
-84
-0.4% -$2.57K 0.03% 288
2023
Q1 		$636K Buy
20,358
+2,323
+13% +$74.6K 0.03% 285
2022
Q4 		$551K Sell
18,035
-699
-4% -$21.7K 0.03% 299
2022
Q3 		$593K Sell
18,734
-219
-1% -$7.34K 0.03% 284
2022
Q2 		$623K Sell
18,953
-255
-1% -$8.63K 0.03% 285
2022
Q1 		$700K Buy
19,208
+1,545
+9% +$56.8K 0.03% 243
2021
Q4 		$696K Buy
17,663
+1,422
+9% +$55.3K 0.03% 241
2021
Q3 		$630K Buy
16,241
+206
+1% +$8.08K 0.03% 235
2021
Q2 		$631K Buy
16,035
+1,802
+13% +$69.8K 0.03% 237
2021
Q1 		$547K Buy
+14,233
New +$540K 0.03% 245
2019
Q1 		– Sell
-23,345
Closed -$799K – 298
2018
Q4 		$799K Buy
+23,345
New +$827K 0.04% 210

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Dana Investment Advisors's PFF Position: Q1 2024 in Review

Dana Investment Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2024, closing a stake of 21,589 shares — an estimated $673K sold.

Dana Investment Advisors first reported a position in PFF in Q4 2018 and held it in 13 quarters. The position peaked at $799K in Q4 2018. 1,045 funds tracked by Wall St. Rank hold PFF as of Q1 2024.

  • Dana Investment Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2024 after selling out during the quarter.
  • Dana Investment Advisors sold 21,589 iShares Preferred and Income Securities ETF shares in Q1 2024, an estimated $673K.
  • Dana Investment Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2018 and held it in 13 quarters.
  • Dana Investment Advisors's iShares Preferred and Income Securities ETF position peaked at $799K in Q4 2018.
  • 1,045 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2024.

Based on Dana Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.