Elevatus Welath Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-10,453
Closed -$323K 82
2023
Q2
$323K Buy
+10,453
New +$320K 0.22% 42

Other funds holding PFF

Elevatus Welath Management's PFF Position: Q3 2023 in Review

Elevatus Welath Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2023, closing a stake of 10,453 shares — an estimated $323K sold.

Elevatus Welath Management first reported a position in PFF in Q2 2023 and held it in 1 quarter. The position peaked at $323K in Q2 2023. 957 funds tracked by Wall St. Rank hold PFF as of Q3 2023.

  • Elevatus Welath Management reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2023 after selling out during the quarter.
  • Elevatus Welath Management sold 10,453 iShares Preferred and Income Securities ETF shares in Q3 2023, an estimated $323K.
  • Elevatus Welath Management first reported a position in iShares Preferred and Income Securities ETF in Q2 2023 and held it in 1 quarter.
  • Elevatus Welath Management's iShares Preferred and Income Securities ETF position peaked at $323K in Q2 2023.
  • 957 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2023.

Based on Elevatus Welath Management's 13F filing for Q3 2023, filed 14 Nov 2023.