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Geller Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Geller Advisors’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
Q4 		$403K Buy
12,814
+730
+6% +$23.8K 0.03% 165
2024
Q3 		$402K Sell
12,084
-106
-0.9% -$3.41K 0.03% 169
2024
Q2 		$385K Buy
12,190
+1,104
+10% +$34.8K 0.03% 173
2024
Q1 		$357K Buy
11,086
+249
+2% +$7.94K 0.03% 193
2023
Q4 		$338K Sell
10,837
-149
-1% -$4.45K 0.03% 184
2023
Q3 		$331K Buy
10,986
+1,284
+13% +$39.2K 0.04% 174
2023
Q2 		$300K Buy
9,702
+1,033
+12% +$31.6K 0.04% 182
2023
Q1 		$271K Buy
8,669
+1,689
+24% +$54.2K 0.04% 136
2022
Q4 		$213K Buy
+6,980
New +$217K 0.04% 144

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Geller Advisors's PFF Position: Q4 2024 in Review

Geller Advisors increased its iShares Preferred and Income Securities ETF (PFF) stake by 6% in Q4 2024, buying an estimated $23.8K and bringing the position to 12,814 shares worth $403K. The position accounts for 0.03% of the portfolio, ranked #165.

Geller Advisors first reported a position in PFF in Q4 2022 and has held it in 9 quarters since. 1,067 funds tracked by Wall St. Rank hold PFF as of Q4 2024.

  • Geller Advisors held 12,814 shares of iShares Preferred and Income Securities ETF worth $403K as of Q4 2024.
  • Geller Advisors bought 730 iShares Preferred and Income Securities ETF shares in Q4 2024, an estimated $23.8K.
  • iShares Preferred and Income Securities ETF made up 0.03% of Geller Advisors's portfolio in Q4 2024, its #165 holding.
  • Geller Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and has held it in 9 quarters since.
  • 1,067 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.