HVIA
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Hudson Valley Investment Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Hudson Valley Investment 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
2024
Q3 		– Sell
-12,140
Closed -$381K – 186
2024
Q2 		$381K Buy
12,140
+2,100
+21% +$66.1K 0.05% 140
2024
Q1 		$324K Sell
10,040
-2,100
-17% -$66.9K 0.04% 145
2023
Q4 		$381K Sell
12,140
-7,775
-39% -$232K 0.05% 140
2023
Q3 		$600K Hold
19,915
– – 0.08% 125
2023
Q2 		$616K Sell
19,915
-36,922
-65% -$1.13M 0.08% 125
2023
Q1 		$1.77M Sell
56,837
-403,309
-88% -$13M 0.25% 90
2022
Q4 		$14M Sell
460,146
-29,425
-6% -$915K 2.12% 11
2022
Q3 		$15.5M Buy
+489,571
New +$16.4M 2.49% 8
2022
Q1 		– Sell
-511,011
Closed -$20.1M – 219
2021
Q4 		$20.1M Buy
511,011
+14,966
+3% +$582K 3.15% 6
2021
Q3 		$19.3M Buy
496,045
+710
+0.1% +$27.9K 3.3% 5
2021
Q2 		$19.5M Sell
495,335
-38,638
-7% -$1.5M 3.39% 5
2021
Q1 		$20.5M Buy
533,973
+219,435
+70% +$8.32M 3.66% 3
2020
Q4 		$12.1M Buy
314,538
+169,825
+117% +$6.35M 2.31% 9
2020
Q3 		$5.28M Buy
144,713
+5,131
+4% +$185K 1.14% 30
2020
Q2 		$4.83M Buy
139,582
+908
+0.7% +$30.9K 1.12% 29
2020
Q1 		$4.42M Buy
138,674
+8,293
+6% +$297K 1.22% 25
2019
Q4 		$4.9M Buy
130,381
+8,610
+7% +$321K 1.05% 34
2019
Q3 		$4.57M Buy
121,771
+2,694
+2% +$100K 1.06% 33
2019
Q2 		$4.39M Buy
119,077
+2,533
+2% +$92.8K 1.02% 34
2019
Q1 		$4.26M Sell
116,544
-8,595
-7% -$309K 1.03% 36
2018
Q4 		$4.28M Sell
125,139
-1,789
-1% -$63.4K 0.99% 33
2018
Q3 		$4.71M Sell
126,928
-892
-0.7% -$33.5K 1.09% 27
2018
Q2 		$4.82M Buy
127,820
+4,707
+4% +$175K 1.18% 27
2018
Q1 		$4.62M Buy
123,113
+12,880
+12% +$483K 1.17% 27
2017
Q4 		$4.2M Buy
110,233
+8,205
+8% +$315K 1.04% 32
2017
Q3 		$3.96M Buy
102,028
+12,828
+14% +$500K 1.03% 34
2017
Q2 		$3.49M Buy
89,200
+9,200
+12% +$358K 0.96% 37
2017
Q1 		$3.1M Buy
80,000
+3,900
+5% +$149K 0.86% 42
2016
Q4 		$2.83M Buy
76,100
+5,300
+7% +$201K 0.83% 40
2016
Q3 		$2.8M Buy
70,800
+12,300
+21% +$491K 0.87% 34
2016
Q2 		$2.33M Buy
58,500
+48,535
+487% +$1.9M 0.75% 41
2016
Q1 		$1.29M Sell
9,965
-45,685
-82% -$1.75M 0.42% 64
2015
Q4 		$2.16M Buy
55,650
+3,750
+7% +$146K 0.67% 42
2015
Q3 		$2M Buy
51,900
+913
+2% +$35.7K 0.65% 46
2015
Q2 		$2M Buy
50,987
+8,887
+21% +$353K 0.62% 52
2015
Q1 		$1.69M Buy
42,100
+8,750
+26% +$349K 0.57% 55
2014
Q4 		$1.31M Buy
33,350
+16,725
+101% +$661K 0.54% 54
2014
Q3 		$657K Buy
16,625
+1,800
+12% +$71.3K 0.28% 69
2014
Q2 		$592K Sell
14,825
-650
-4% -$25.6K 0.26% 73
2014
Q1 		$604K Sell
15,475
-1,100
-7% -$42K 0.26% 71
2013
Q4 		$610K Sell
16,575
-2,350
-12% -$88.7K 0.27% 70
2013
Q3 		$719K Sell
18,925
-800
-4% -$30.6K 0.35% 63
2013
Q2 		$775K Buy
+19,725
New +$793K 0.37% 63

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
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
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hudson Valley Investment Advisors's PFF Position: Q3 2024 in Review

Hudson Valley Investment Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2024, closing a stake of 12,140 shares — an estimated $381K sold.

Hudson Valley Investment Advisors first reported a position in PFF in Q2 2013 and held it in 43 quarters. The position peaked at $20.5M in Q1 2021. 1,018 funds tracked by Wall St. Rank hold PFF as of Q3 2024.

  • Hudson Valley Investment Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2024 after selling out during the quarter.
  • Hudson Valley Investment Advisors sold 12,140 iShares Preferred and Income Securities ETF shares in Q3 2024, an estimated $381K.
  • Hudson Valley Investment Advisors first reported a position in iShares Preferred and Income Securities ETF in Q2 2013 and held it in 43 quarters.
  • Hudson Valley Investment Advisors's iShares Preferred and Income Securities ETF position peaked at $20.5M in Q1 2021.
  • 1,018 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2024.

Based on Hudson Valley Investment Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.