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

HoyleCohen’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	–	Sell	-6,799	Closed	-$248K	–	272
2022 Q1	$248K	Sell	6,799 -100	-1%	-$3.68K	0.02%	241
2021 Q4	$272K	Buy	6,899 +1,064	+18%	+$41.3K	0.02%	242
2021 Q3	$226K	Buy	5,835 +190	+3%	+$7.45K	0.02%	248
2021 Q2	$222	Hold	5,645	–	–	0.02%	254
2021 Q1	$217K	Hold	5,645	–	–	0.02%	250
2020 Q4	$217K	Sell	5,645 -150	-3%	-$5.61K	0.03%	213
2020 Q3	$211K	Hold	5,795	–	–	0.03%	194
2020 Q2	$201K	Buy	+5,795	New	+$197K	0.03%	178
2020 Q1	–	Sell	-5,795	Closed	-$218K	–	187
2019 Q4	$218K	Buy	5,795 +150	+3%	+$5.6K	0.03%	183
2019 Q3	$212K	Buy	+5,645	New	+$210K	0.04%	186

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 $43.6M AUM 1.15% 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

HoyleCohen's PFF Position: Q2 2022 in Review

HoyleCohen sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2022, closing a stake of 6,799 shares — an estimated $248K sold.

HoyleCohen first reported a position in PFF in Q3 2019 and held it in 10 quarters. The position peaked at $272K in Q4 2021. 990 funds tracked by Wall St. Rank hold PFF as of Q2 2022.

HoyleCohen reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2022 after selling out during the quarter.
HoyleCohen sold 6,799 iShares Preferred and Income Securities ETF shares in Q2 2022, an estimated $248K.
HoyleCohen first reported a position in iShares Preferred and Income Securities ETF in Q3 2019 and held it in 10 quarters.
HoyleCohen's iShares Preferred and Income Securities ETF position peaked at $272K in Q4 2021.
990 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2022.

Based on HoyleCohen's 13F filing for Q2 2022, filed 27 Jul 2022.