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

Edge Capital 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
2022 Q4	–	Sell	-7,437	Closed	-$236K	–	399
2022 Q3	$236K	Sell	7,437 -760	-9%	-$25.5K	0.02%	257
2022 Q2	$270K	Sell	8,197 -4,600	-36%	-$156K	0.02%	242
2022 Q1	$466K	Hold	12,797	–	–	0.03%	209
2021 Q4	$505K	Buy	12,797 +7,437	+139%	+$289K	0.04%	195
2021 Q3	$208K	Sell	5,360 -3,333	-38%	-$131K	0.02%	263
2021 Q2	$342K	Sell	8,693 -9,997	-53%	-$387K	0.03%	214
2021 Q1	$718K	Hold	18,690	–	–	0.06%	153
2020 Q4	$720K	Sell	18,690 -4,500	-19%	-$168K	0.06%	147
2020 Q3	$845K	Hold	23,190	–	–	0.08%	123
2020 Q2	$803K	Sell	23,190 -625	-3%	-$21.3K	0.08%	122
2020 Q1	$758K	Buy	23,815 +760	+3%	+$27.3K	0.09%	122
2019 Q4	$867K	Sell	23,055 -1,100	-5%	-$41K	0.08%	136
2019 Q3	$907K	Hold	24,155	–	–	0.09%	128
2019 Q2	$890K	Hold	24,155	–	–	0.09%	136
2019 Q1	$883K	Buy	24,155 +625	+3%	+$22.5K	0.09%	130
2018 Q4	$805K	Buy	+23,530	New	+$833K	0.09%	121

Other funds holding PFF

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Edge Capital Group's PFF Position: Q4 2022 in Review

Edge Capital Group sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2022, closing a stake of 7,437 shares — an estimated $236K sold.

Edge Capital Group first reported a position in PFF in Q4 2018 and held it in 16 quarters. The position peaked at $907K in Q3 2019. 977 funds tracked by Wall St. Rank hold PFF as of Q4 2022.

Edge Capital Group reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2022 after selling out during the quarter.
Edge Capital Group sold 7,437 iShares Preferred and Income Securities ETF shares in Q4 2022, an estimated $236K.
Edge Capital Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2018 and held it in 16 quarters.
Edge Capital Group's iShares Preferred and Income Securities ETF position peaked at $907K in Q3 2019.
977 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2022.

Based on Edge Capital Group's 13F filing for Q4 2022, filed 7 Feb 2023.