Industrial Alliance Investment Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Industrial Alliance Investment Management’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 Q3	–	Sell	-9,644	Closed	-$298K	–	127
2023 Q2	$298K	Sell	9,644 -31,368	-76%	-$960K	0.16%	59
2023 Q1	$1.28M	Sell	41,012 -18,785	-31%	-$603K	0.04%	277
2022 Q4	$1.83M	Sell	59,797 -4,889	-8%	-$152K	0.05%	232
2022 Q3	$2.05M	Sell	64,686 -1,108	-2%	-$37.1K	0.06%	221
2022 Q2	$2.16M	Buy	65,794 +15,071	+30%	+$510K	0.06%	214
2022 Q1	$1.85M	Buy	50,723 +26,013	+105%	+$956K	0.04%	247
2021 Q4	$974K	Buy	+24,710	New	+$960K	0.02%	269

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

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

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

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

Industrial Alliance Investment Management's PFF Position: Q3 2023 in Review

Industrial Alliance Investment Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2023, closing a stake of 9,644 shares — an estimated $298K sold.

Industrial Alliance Investment Management first reported a position in PFF in Q4 2021 and held it in 7 quarters. The position peaked at $2.16M in Q2 2022. 957 funds tracked by Wall St. Rank hold PFF as of Q3 2023.

Industrial Alliance Investment Management reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2023 after selling out during the quarter.
Industrial Alliance Investment Management sold 9,644 iShares Preferred and Income Securities ETF shares in Q3 2023, an estimated $298K.
Industrial Alliance Investment Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and held it in 7 quarters.
Industrial Alliance Investment Management's iShares Preferred and Income Securities ETF position peaked at $2.16M in Q2 2022.
957 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.