Innova Wealth Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Innova Wealth Partners’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	-6,032	Closed	-$220K	–	63
2022 Q1	$220K	Hold	6,032	–	–	0.16%	66
2021 Q4	$238K	Hold	6,032	–	–	0.17%	64
2021 Q3	$234K	Hold	6,032	–	–	0.19%	63
2021 Q2	$237K	Sell	6,032 -150	-2%	-$5.81K	0.19%	58
2021 Q1	$237K	Sell	6,182 -25	-0.4%	-$948	0.2%	55
2020 Q4	$239K	Buy	+6,207	New	+$232K	0.22%	54

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

Innova Wealth Partners's PFF Position: Q2 2022 in Review

Innova Wealth Partners sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2022, closing a stake of 6,032 shares — an estimated $220K sold.

Innova Wealth Partners first reported a position in PFF in Q4 2020 and held it in 6 quarters. The position peaked at $239K in Q4 2020. 990 funds tracked by Wall St. Rank hold PFF as of Q2 2022.

Innova Wealth Partners reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2022 after selling out during the quarter.
Innova Wealth Partners sold 6,032 iShares Preferred and Income Securities ETF shares in Q2 2022, an estimated $220K.
Innova Wealth Partners first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and held it in 6 quarters.
Innova Wealth Partners's iShares Preferred and Income Securities ETF position peaked at $239K in Q4 2020.
990 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2022.

Based on Innova Wealth Partners's 13F filing for Q2 2022, filed 11 Jul 2022.