Frontier Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Frontier Wealth 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
2022 Q2	$314K	Buy	9,546 +8	+0.1%	+$271	0.02%	296
2022 Q1	$334K	Buy	9,538 +10	+0.1%	+$368	﹤0.01%	295
2021 Q4	$376K	Sell	9,528 -187	-2%	-$7.27K	0.02%	298
2021 Q3	$377K	Sell	9,715 -426	-4%	-$16.7K	0.03%	303
2021 Q2	$399K	Buy	10,141 +948	+10%	+$36.7K	0.03%	292
2021 Q1	$353K	Sell	9,193 -493	-5%	-$18.7K	0.03%	283
2020 Q4	$373K	Sell	9,686 -237	-2%	-$8.86K	0.03%	272
2020 Q3	$362K	Sell	9,923 -1,146	-10%	-$41.2K	0.03%	257
2020 Q2	$383K	Buy	+11,069	New	+$377K	0.04%	242
2019 Q2	–	Sell	-8,058	Closed	-$295K	–	354
2019 Q1	$295K	Sell	8,058 -461	-5%	-$16.6K	0.04%	274
2018 Q4	$292K	Sell	8,519 -2,902	-25%	-$103K	0.04%	262
2018 Q3	$424K	Buy	11,421 +169	+2%	+$6.34K	0.04%	252
2018 Q2	$424K	Buy	11,252 +503	+5%	+$18.7K	0.06%	236
2018 Q1	$404K	Buy	10,749 +75	+0.7%	+$2.81K	0.06%	255
2017 Q4	$406K	Sell	10,674 -1,395	-12%	-$53.6K	0.07%	226
2017 Q3	$468K	Sell	12,069 -1,131	-9%	-$44.1K	0.07%	238
2017 Q2	$517K	Sell	13,200 -26,374	-67%	-$1.03M	0.08%	220
2017 Q1	$1.53M	Buy	39,574 +14,407	+57%	+$551K	0.23%	106
2016 Q4	$936K	Buy	25,167 +4,436	+21%	+$169K	0.15%	160
2016 Q3	$819K	Sell	20,731 -30,696	-60%	-$1.22M	0.12%	161
2016 Q2	$2.05M	Buy	51,427 +13,368	+35%	+$524K	0.33%	83
2016 Q1	$1.49M	Buy	38,059 +2,203	+6%	+$84.2K	0.12%	101
2015 Q4	$1.39M	Sell	35,856 -1,968	-5%	-$76.6K	0.22%	105
2015 Q3	$1.46M	Sell	37,824 -15,444	-29%	-$604K	0.23%	103
2015 Q2	$2.09M	Buy	53,268 +39	+0.1%	+$1.55K	0.32%	74
2015 Q1	$2.13M	Buy	53,229 +14,425	+37%	+$575K	0.34%	55
2014 Q4	$1.53M	Buy	+38,804	New	+$1.53M	0.29%	58

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

Frontier Wealth Management's PFF Position: Q2 2022 in Review

Frontier Wealth Management increased its iShares Preferred and Income Securities ETF (PFF) stake by 0.08% in Q2 2022, buying an estimated $271 and bringing the position to 9,546 shares worth $314K. The position accounts for 0.02% of the portfolio, ranked #296.

Frontier Wealth Management first reported a position in PFF in Q4 2014 and has held it in 27 quarters since. The position peaked at $2.13M in Q1 2015. 990 funds tracked by Wall St. Rank hold PFF as of Q2 2022.

Frontier Wealth Management held 9,546 shares of iShares Preferred and Income Securities ETF worth $314K as of Q2 2022.
Frontier Wealth Management bought 8 iShares Preferred and Income Securities ETF shares in Q2 2022, an estimated $271.
iShares Preferred and Income Securities ETF made up 0.02% of Frontier Wealth Management's portfolio in Q2 2022, its #296 holding.
Frontier Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2014 and has held it in 27 quarters since.
Frontier Wealth Management's iShares Preferred and Income Securities ETF position peaked at $2.13M in Q1 2015.
990 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.