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Glassman Wealth Services’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-159
Closed -$4.95K – 1360
2023
Q4 		$4.95K Buy
159
+4
+3% +$119 ﹤0.01% 1090
2023
Q3 		$4.67K Buy
+155
New +$4.74K ﹤0.01% 1093
2018
Q4 		– Sell
-100
Closed -$4K – 932
2018
Q3 		$4K Hold
100
– – ﹤0.01% 503
2018
Q2 		$4K Hold
100
– – ﹤0.01% 467
2018
Q1 		$4K Hold
100
– – ﹤0.01% 459
2017
Q4 		$4K Hold
100
– – ﹤0.01% 435
2017
Q3 		$4K Hold
100
– – ﹤0.01% 371
2017
Q2 		$4K Buy
+100
New +$3.89K ﹤0.01% 373

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return