Financial Gravity Asset Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Financial Gravity Asset Management’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 Q2	–	Sell	-4	Closed	-$127	–	1691
2024 Q1	$127	Sell	4 -34	-89%	-$1.08K	﹤0.01%	953
2023 Q4	$1.18K	Buy	+38	New	+$1.14K	﹤0.01%	777
2021 Q3	$39K	Hold	35	–	–	0.02%	648
2021 Q2	$39K	Buy	+35	New	+$1.36K	0.01%	649
2020 Q4	$2K	Buy	+51	New	+$1.91K	﹤0.01%	334
2019 Q4	$39K	Buy	2,531 +2,310	+1,045%	+$86.2K	0.03%	756
2019 Q3	$8K	Sell	221 -299	-58%	-$11.1K	0.01%	642
2019 Q2	$19K	Sell	520 -1,044	-67%	-$38.3K	0.02%	488
2019 Q1	$57K	Buy	+1,564	New	+$56.2K	0.05%	284
2018 Q3	$58K	Buy	1,614 +99	+7%	+$3.71K	0.06%	285
2018 Q2	$57K	Buy	1,515 +472	+45%	+$17.6K	0.05%	294
2018 Q1	$39K	Buy	+1,043	New	+$39.1K	0.04%	386

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Gravity Asset Management's PFF Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2024, closing a stake of 4 shares — an estimated $127 sold.

Financial Gravity Asset Management first reported a position in PFF in Q1 2018 and held it in 12 quarters. The position peaked at $58K in Q3 2018. 1,008 funds tracked by Wall St. Rank hold PFF as of Q2 2024.

Financial Gravity Asset Management reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 4 iShares Preferred and Income Securities ETF shares in Q2 2024, an estimated $127.
Financial Gravity Asset Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2018 and held it in 12 quarters.
Financial Gravity Asset Management's iShares Preferred and Income Securities ETF position peaked at $58K in Q3 2018.
1,008 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.