Global Wealth Management Investment Advisory’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Global Wealth Management Investment Advisory’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
2021 Q1	–	Sell	-22	Closed	-$1K	–	504
2020 Q4	$1K	Hold	22	–	–	﹤0.01%	439
2020 Q3	$1K	Sell	22 -58	-73%	-$2.09K	﹤0.01%	427
2020 Q2	$3K	Hold	80	–	–	﹤0.01%	485
2020 Q1	$3K	Sell	80 -323	-80%	-$11.6K	﹤0.01%	479
2019 Q4	$15K	Buy	403 +97	+32%	+$3.62K	0.01%	299
2019 Q3	$11K	Sell	306 -30	-9%	-$1.12K	0.01%	317
2019 Q2	$12K	Sell	336 -1,317	-80%	-$48.3K	0.01%	341
2019 Q1	$60K	Sell	1,653 -2,195	-57%	-$78.9K	0.03%	188
2018 Q4	$132K	Buy	+3,848	New	+$136K	0.08%	156

Other funds holding PFF

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Global Wealth Management Investment Advisory's PFF Position: Q1 2021 in Review

Global Wealth Management Investment Advisory sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2021, closing a stake of 22 shares — an estimated $1K sold.

Global Wealth Management Investment Advisory first reported a position in PFF in Q4 2018 and held it in 9 quarters. The position peaked at $132K in Q4 2018. 953 funds tracked by Wall St. Rank hold PFF as of Q1 2021.

Global Wealth Management Investment Advisory reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2021 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 22 iShares Preferred and Income Securities ETF shares in Q1 2021, an estimated $1K.
Global Wealth Management Investment Advisory first reported a position in iShares Preferred and Income Securities ETF in Q4 2018 and held it in 9 quarters.
Global Wealth Management Investment Advisory's iShares Preferred and Income Securities ETF position peaked at $132K in Q4 2018.
953 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2021, filed 17 May 2021.