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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
-110
Closed -$3.53K – 2144
2024
Q1 		$3.53K Sell
110
-4,864
-98% -$155K ﹤0.01% 953
2023
Q4 		$142K Buy
4,974
+38
+0.8% +$1.14K ﹤0.01% 518
2023
Q3 		$140K Buy
4,936
+4,905
+15,823% +$150K ﹤0.01% 478
2023
Q2 		$37.6K Hold
31
– – 0.1% 93
2023
Q1 		$1.12K Hold
31
– – 0.03% 348
2022
Q4 		$21.4K Sell
31
-129
-81% -$4.01K 0.11% 100
2022
Q3 		$1.13K Sell
160
-5
-3% -$168 0.04% 342
2022
Q2 		$1.18K Sell
165
-15
-8% -$508 0.04% 310
2022
Q1 		$1.3K Sell
180
-15
-8% -$552 0.04% 319
2021
Q4 		$1.41K Buy
195
+160
+457% +$6.22K 0.03% 358
2021
Q3 		$39K Hold
35
– – 0.02% 648
2021
Q2 		$39K Hold
35
– – 0.01% 649
2021
Q1 		$1.35K Sell
35
-16
-31% -$607 0.03% 265
2020
Q4 		$2K Buy
+51
New +$1.91K ﹤0.01% 334
2020
Q2 		– Sell
-163
Closed -$5.14K – 636
2020
Q1 		$5.14K Sell
163
-2,368
-94% -$84.9K 0.02% 323
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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 110 shares — an estimated $3.53K sold.

Financial Gravity Asset Management first reported a position in PFF in Q1 2018 and held it in 22 quarters. The position peaked at $142K in Q4 2023. 1,006 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 110 iShares Preferred and Income Securities ETF shares in Q2 2024, an estimated $3.53K.
  • Financial Gravity Asset Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2018 and held it in 22 quarters.
  • Financial Gravity Asset Management's iShares Preferred and Income Securities ETF position peaked at $142K in Q4 2023.
  • 1,006 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.