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Impact Partnership Wealth’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Impact Partnership Wealth’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
-200
Closed -$6.45K – 542
2024
Q1 		$6.45K Hold
200
– – ﹤0.01% 482
2023
Q4 		$6.24K Hold
200
– – ﹤0.01% 559
2023
Q3 		$6.03K Buy
+200
New +$6.11K ﹤0.01% 664

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Impact Partnership Wealth's PFF Position: Q2 2024 in Review

Impact Partnership Wealth sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2024, closing a stake of 200 shares — an estimated $6.45K sold.

Impact Partnership Wealth first reported a position in PFF in Q3 2023 and held it in 3 quarters. The position peaked at $6.45K in Q1 2024. 1,006 funds tracked by Wall St. Rank hold PFF as of Q2 2024.

  • Impact Partnership Wealth reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 200 iShares Preferred and Income Securities ETF shares in Q2 2024, an estimated $6.45K.
  • Impact Partnership Wealth first reported a position in iShares Preferred and Income Securities ETF in Q3 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's iShares Preferred and Income Securities ETF position peaked at $6.45K in Q1 2024.
  • 1,006 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.