Hoey Investments’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Hoey Investments’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
2023 Q4	–	Sell	-282	Closed	-$8.5K	–	371
2023 Q3	$8.5K	Hold	282	–	–	﹤0.01%	223
2023 Q2	$8.72K	Hold	282	–	–	﹤0.01%	218
2023 Q1	$8.8K	Hold	282	–	–	﹤0.01%	222
2022 Q4	$8.61K	Hold	282	–	–	﹤0.01%	221
2022 Q3	$9K	Hold	282	–	–	﹤0.01%	236
2022 Q2	$9K	Hold	282	–	–	﹤0.01%	189
2022 Q1	$10K	Hold	282	–	–	﹤0.01%	168
2021 Q4	$11K	Hold	282	–	–	﹤0.01%	172
2021 Q3	$11K	Hold	282	–	–	﹤0.01%	167
2021 Q2	$11K	Hold	282	–	–	﹤0.01%	168
2021 Q1	$11K	Hold	282	–	–	﹤0.01%	168
2020 Q4	$11K	Buy	+282	New	+$10.5K	﹤0.01%	142

Other funds holding PFF

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

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Hoey Investments's PFF Position: Q4 2023 in Review

Hoey Investments sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2023, closing a stake of 282 shares — an estimated $8.5K sold.

Hoey Investments first reported a position in PFF in Q4 2020 and held it in 12 quarters. The position peaked at $11K in Q4 2021. 1,031 funds tracked by Wall St. Rank hold PFF as of Q4 2023.

Hoey Investments reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2023 after selling out during the quarter.
Hoey Investments sold 282 iShares Preferred and Income Securities ETF shares in Q4 2023, an estimated $8.5K.
Hoey Investments first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and held it in 12 quarters.
Hoey Investments's iShares Preferred and Income Securities ETF position peaked at $11K in Q4 2021.
1,031 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2023.

Based on Hoey Investments's 13F filing for Q4 2023, filed 13 Feb 2024.