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

Ignite Planners’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 Q2	–	Sell	-8,046	Closed	-$259K	–	300
2024 Q1	$259K	Buy	+8,046	New	+$256K	0.07%	235
2023 Q3	–	Sell	-13,243	Closed	-$405K	–	340
2023 Q2	$405K	Sell	13,243 -1,244	-9%	-$38.1K	0.16%	141
2023 Q1	$450K	Buy	14,487 +138	+1%	+$4.43K	0.18%	137
2022 Q4	$479K	Buy	14,349 +4,776	+50%	+$149K	0.2%	131
2022 Q3	$305K	Buy	9,573 +124	+1%	+$4.16K	0.24%	125
2022 Q2	$314K	Buy	9,449 +73	+0.8%	+$2.47K	0.26%	114
2022 Q1	$321K	Sell	9,376 -268	-3%	-$9.85K	0.22%	129
2021 Q4	$370K	Buy	+9,644	New	+$375K	0.24%	115

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ignite Planners's PFF Position: Q2 2024 in Review

Ignite Planners sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2024, closing a stake of 8,046 shares — an estimated $259K sold.

Ignite Planners first reported a position in PFF in Q4 2021 and held it in 8 quarters. The position peaked at $479K in Q4 2022. 1,006 funds tracked by Wall St. Rank hold PFF as of Q2 2024.

Ignite Planners reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2024 after selling out during the quarter.
Ignite Planners sold 8,046 iShares Preferred and Income Securities ETF shares in Q2 2024, an estimated $259K.
Ignite Planners first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and held it in 8 quarters.
Ignite Planners's iShares Preferred and Income Securities ETF position peaked at $479K in Q4 2022.
1,006 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2024.

Based on Ignite Planners's 13F filing for Q2 2024, filed 12 Jul 2024.