HFS
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Heritage Financial Services’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Heritage Financial 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
2022
Q3 		– Sell
-817
Closed -$26K – 353
2022
Q2 		$26K Buy
+817
New +$27.6K 0.01% 218

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Heritage Financial Services's PFF Position: Q3 2022 in Review

Heritage Financial Services sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2022, closing a stake of 817 shares — an estimated $26K sold.

Heritage Financial Services first reported a position in PFF in Q2 2022 and held it in 1 quarter. The position peaked at $26K in Q2 2022. 950 funds tracked by Wall St. Rank hold PFF as of Q3 2022.

  • Heritage Financial Services reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 817 iShares Preferred and Income Securities ETF shares in Q3 2022, an estimated $26K.
  • Heritage Financial Services first reported a position in iShares Preferred and Income Securities ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's iShares Preferred and Income Securities ETF position peaked at $26K in Q2 2022.
  • 950 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.