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

Future Financial 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
2024 Q2	–	Sell	-1,750	Closed	-$56.4K	–	351
2024 Q1	$56.4K	Buy	+1,750	New	+$55.8K	0.04%	247
2022 Q4	–	Sell	-9,750	Closed	-$321K	–	127
2022 Q3	$321K	Hold	9,750	–	–	0.37%	79
2022 Q2	$355K	Hold	9,750	–	–	0.35%	84
2022 Q1	$355K	Hold	9,750	–	–	0.29%	84
2021 Q4	$382K	Hold	9,750	–	–	0.31%	79
2021 Q3	$384K	Hold	9,750	–	–	0.4%	77
2021 Q2	$384K	Sell	9,750 -173	-2%	-$6.7K	0.4%	77
2021 Q1	$381K	Sell	9,923 -27	-0.3%	-$1.02K	0.44%	69
2020 Q4	$383K	Buy	+9,950	New	+$372K	0.44%	68

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Future Financial Wealth Management's PFF Position: Q2 2024 in Review

Future Financial Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2024, closing a stake of 1,750 shares — an estimated $56.4K sold.

Future Financial Wealth Management first reported a position in PFF in Q4 2020 and held it in 9 quarters. The position peaked at $384K in Q3 2021. 1,006 funds tracked by Wall St. Rank hold PFF as of Q2 2024.

Future Financial Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2024 after selling out during the quarter.
Future Financial Wealth Management sold 1,750 iShares Preferred and Income Securities ETF shares in Q2 2024, an estimated $56.4K.
Future Financial Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and held it in 9 quarters.
Future Financial Wealth Management's iShares Preferred and Income Securities ETF position peaked at $384K in Q3 2021.
1,006 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2024.

Based on Future Financial Wealth Management's 13F filing for Q2 2024, filed 16 Jul 2024.