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Great Lakes Retirement’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Great Lakes Retirement’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
Q3 		– Sell
-249
Closed -$7.85K – 517
2024
Q2 		$7.85K Buy
+249
New +$7.84K ﹤0.01% 501
2023
Q4 		– Sell
-24,611
Closed -$742K – 230
2023
Q3 		$742K Sell
24,611
-1,973
-7% -$60.3K 0.13% 145
2023
Q2 		$822K Sell
26,584
-656
-2% -$20.1K 0.15% 136
2023
Q1 		$850K Buy
+27,240
New +$875K 0.16% 129

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

Great Lakes Retirement's PFF Position: Q3 2024 in Review

Great Lakes Retirement sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2024, closing a stake of 249 shares — an estimated $7.85K sold.

Great Lakes Retirement first reported a position in PFF in Q1 2023 and held it in 4 quarters. The position peaked at $850K in Q1 2023. 1,018 funds tracked by Wall St. Rank hold PFF as of Q3 2024.

  • Great Lakes Retirement reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2024 after selling out during the quarter.
  • Great Lakes Retirement sold 249 iShares Preferred and Income Securities ETF shares in Q3 2024, an estimated $7.85K.
  • Great Lakes Retirement first reported a position in iShares Preferred and Income Securities ETF in Q1 2023 and held it in 4 quarters.
  • Great Lakes Retirement's iShares Preferred and Income Securities ETF position peaked at $850K in Q1 2023.
  • 1,018 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2024.

Based on Great Lakes Retirement's 13F filing for Q3 2024, filed 22 Oct 2024.