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

Everpar 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
Q3 		– Sell
-6,500
Closed -$205K – 278
2024
Q2 		$205K Hold
6,500
– – 0.1% 252
2024
Q1 		$209K Hold
6,500
– – 0.13% 225
2023
Q4 		$203K Buy
+6,500
New +$194K 0.09% 270

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
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Everpar Advisors's PFF Position: Q3 2024 in Review

Everpar Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2024, closing a stake of 6,500 shares — an estimated $205K sold.

Everpar Advisors first reported a position in PFF in Q4 2023 and held it in 3 quarters. The position peaked at $209K in Q1 2024. 1,018 funds tracked by Wall St. Rank hold PFF as of Q3 2024.

  • Everpar Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2024 after selling out during the quarter.
  • Everpar Advisors sold 6,500 iShares Preferred and Income Securities ETF shares in Q3 2024, an estimated $205K.
  • Everpar Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and held it in 3 quarters.
  • Everpar Advisors's iShares Preferred and Income Securities ETF position peaked at $209K in Q1 2024.
  • 1,018 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2024.

Based on Everpar Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.