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

HC Financial 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
2022 Q2	$10K	Hold	312	–	–	0.01%	237
2022 Q1	$11K	Hold	312	–	–	0.01%	234
2021 Q4	$12K	Hold	312	–	–	0.01%	237
2021 Q3	$12K	Hold	312	–	–	0.01%	229
2021 Q2	$12K	Hold	312	–	–	0.01%	236
2021 Q1	$12K	Hold	312	–	–	0.01%	238
2020 Q4	$12K	Hold	312	–	–	0.01%	251
2020 Q3	$11K	Hold	312	–	–	0.01%	247
2020 Q2	$11K	Hold	312	–	–	0.01%	227
2020 Q1	$10K	Buy	+312	New	+$11.2K	0.01%	237

Other funds holding PFF

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

HC Financial Advisors's PFF Position: Q2 2022 in Review

HC Financial Advisors held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2022 at 312 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #237.

HC Financial Advisors first reported a position in PFF in Q1 2020 and has held it in 10 quarters since. The position peaked at $12K in Q4 2021. 990 funds tracked by Wall St. Rank hold PFF as of Q2 2022.

HC Financial Advisors held 312 shares of iShares Preferred and Income Securities ETF worth $10K as of Q2 2022.
HC Financial Advisors left its iShares Preferred and Income Securities ETF share count unchanged in Q2 2022.
iShares Preferred and Income Securities ETF made up 0.01% of HC Financial Advisors's portfolio in Q2 2022, its #237 holding.
HC Financial Advisors first reported a position in iShares Preferred and Income Securities ETF in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's iShares Preferred and Income Securities ETF position peaked at $12K in Q4 2021.
990 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.