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Harvest Group Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Harvest Group 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
2021
Q3 		– Sell
-190
Closed -$7K – 70
2021
Q2 		$7K Buy
+190
New +$7.36K ﹤0.01% 58

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
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harvest Group Wealth Management's PFF Position: Q3 2021 in Review

Harvest Group Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2021, closing a stake of 190 shares — an estimated $7K sold.

Harvest Group Wealth Management first reported a position in PFF in Q2 2021 and held it in 1 quarter. The position peaked at $7K in Q2 2021. 973 funds tracked by Wall St. Rank hold PFF as of Q3 2021.

  • Harvest Group Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 190 iShares Preferred and Income Securities ETF shares in Q3 2021, an estimated $7K.
  • Harvest Group Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q2 2021 and held it in 1 quarter.
  • Harvest Group Wealth Management's iShares Preferred and Income Securities ETF position peaked at $7K in Q2 2021.
  • 973 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2021.

Based on Harvest Group Wealth Management's 13F filing for Q3 2021, filed 3 Nov 2021.