FourThought Financial’s iShares Preferred and Income Securities ETF PFF Stock Holding History

FourThought Financial’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
2022 Q3	$131K	Hold	4,139	–	–	0.02%	375
2022 Q2	$136K	Buy	4,139 +607	+17%	+$20.5K	0.02%	369
2022 Q1	$129K	Buy	3,532 +1,070	+43%	+$39.3K	0.02%	413
2021 Q4	$97K	Hold	2,462	–	–	0.01%	496
2021 Q3	$95K	Hold	2,462	–	–	0.01%	504
2021 Q2	$96K	Sell	2,462 -1,050	-30%	-$40.7K	0.01%	508
2021 Q1	$134K	Sell	3,512 -50	-1%	-$1.9K	0.02%	427
2020 Q4	$137K	Buy	+3,562	New	+$133K	0.02%	407

Other funds holding PFF

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

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

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

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

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

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

FourThought Financial's PFF Position: Q3 2022 in Review

FourThought Financial held its iShares Preferred and Income Securities ETF (PFF) position steady in Q3 2022 at 4,139 shares worth $131K. The position accounts for 0.02% of the portfolio, ranked #375.

FourThought Financial first reported a position in PFF in Q4 2020 and has held it in 8 quarters since. The position peaked at $137K in Q4 2020. 950 funds tracked by Wall St. Rank hold PFF as of Q3 2022.

FourThought Financial held 4,139 shares of iShares Preferred and Income Securities ETF worth $131K as of Q3 2022.
FourThought Financial left its iShares Preferred and Income Securities ETF share count unchanged in Q3 2022.
iShares Preferred and Income Securities ETF made up 0.02% of FourThought Financial's portfolio in Q3 2022, its #375 holding.
FourThought Financial first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's iShares Preferred and Income Securities ETF position peaked at $137K in Q4 2020.
950 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.