Family Investment Center’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Family Investment Center’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 Q4	–	Sell	-54,198	Closed	-$1.63M	–	73
2023 Q3	$1.63M	Sell	54,198 -461,625	-89%	-$14.1M	0.99%	18
2023 Q2	$16M	Sell	515,823 -462	-0.1%	-$14.1K	10.21%	4
2023 Q1	$16.1M	Buy	516,285 +20,500	+4%	+$658K	11.07%	4
2022 Q4	$15.1M	Buy	+495,785	New	+$15.4M	11.04%	4

Other funds holding PFF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Family Investment Center's PFF Position: Q4 2023 in Review

Family Investment Center sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2023, closing a stake of 54,198 shares — an estimated $1.63M sold.

Family Investment Center first reported a position in PFF in Q4 2022 and held it in 4 quarters. The position peaked at $16.1M in Q1 2023. 1,031 funds tracked by Wall St. Rank hold PFF as of Q4 2023.

Family Investment Center reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2023 after selling out during the quarter.
Family Investment Center sold 54,198 iShares Preferred and Income Securities ETF shares in Q4 2023, an estimated $1.63M.
Family Investment Center first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and held it in 4 quarters.
Family Investment Center's iShares Preferred and Income Securities ETF position peaked at $16.1M in Q1 2023.
1,031 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2023.

Based on Family Investment Center's 13F filing for Q4 2023, filed 17 Jan 2024.