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Destiny Wealth Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Destiny Wealth Partners’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
Q1 		– Sell
-1,915
Closed -$58.5K – 504
2022
Q4 		$58.5K Buy
+1,915
New +$59.6K 0.01% 277
2022
Q1 		– Sell
-400
Closed -$16K – 590
2021
Q4 		$16K Buy
+400
New +$15.5K ﹤0.01% 405

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Destiny Wealth Partners's PFF Position: Q1 2023 in Review

Destiny Wealth Partners sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2023, closing a stake of 1,915 shares — an estimated $58.5K sold.

Destiny Wealth Partners first reported a position in PFF in Q4 2021 and held it in 2 quarters. The position peaked at $58.5K in Q4 2022. 951 funds tracked by Wall St. Rank hold PFF as of Q1 2023.

  • Destiny Wealth Partners reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2023 after selling out during the quarter.
  • Destiny Wealth Partners sold 1,915 iShares Preferred and Income Securities ETF shares in Q1 2023, an estimated $58.5K.
  • Destiny Wealth Partners first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and held it in 2 quarters.
  • Destiny Wealth Partners's iShares Preferred and Income Securities ETF position peaked at $58.5K in Q4 2022.
  • 951 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.