Jamison Private Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Jamison Private Wealth 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
2024 Q4	–	Sell	-1,318	Closed	-$43.8K	–	387
2024 Q3	$43.8K	Hold	1,318	–	–	0.01%	259
2024 Q2	$41.6K	Sell	1,318 -2,555	-66%	-$80.4K	0.01%	254
2024 Q1	$125K	Sell	3,873 -3,638	-48%	-$116K	0.02%	204
2023 Q4	$234K	Buy	7,511 +3	+0%	+$90	0.04%	158
2023 Q3	$226K	Buy	+7,508	New	+$229K	0.05%	156

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Jamison Private Wealth Management's PFF Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2024, closing a stake of 1,318 shares — an estimated $43.8K sold.

Jamison Private Wealth Management first reported a position in PFF in Q3 2023 and held it in 5 quarters. The position peaked at $234K in Q4 2023. 1,067 funds tracked by Wall St. Rank hold PFF as of Q4 2024.

Jamison Private Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2024 after selling out during the quarter.
Jamison Private Wealth Management sold 1,318 iShares Preferred and Income Securities ETF shares in Q4 2024, an estimated $43.8K.
Jamison Private Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q3 2023 and held it in 5 quarters.
Jamison Private Wealth Management's iShares Preferred and Income Securities ETF position peaked at $234K in Q4 2023.
1,067 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.