JNBA Financial Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

JNBA Financial Advisors’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	-94	Closed	-$3.03K	–	665
2024 Q1	$3.03K	Hold	94	–	–	﹤0.01%	573
2023 Q4	$2.93K	Buy	+94	New	+$2.81K	﹤0.01%	584
2023 Q2	–	Sell	-1,312	Closed	-$41K	–	741
2023 Q1	$41K	Buy	+1,312	New	+$42.1K	0.01%	307
2019 Q2	–	Sell	-250	Closed	-$9K	–	693
2019 Q1	$9K	Hold	250	–	–	﹤0.01%	412
2018 Q4	$9K	Sell	250 -5,671	-96%	-$201K	﹤0.01%	389
2018 Q3	$220K	Buy	+5,921	New	+$222K	0.1%	121
2016 Q4	–	Sell	-1,565	Closed	-$62K	–	1089
2016 Q3	$62K	Buy	+1,565	New	+$62.4K	0.01%	485
2016 Q2	–	Sell	-229	Closed	-$9K	–	540
2016 Q1	$9K	Buy	+229	New	+$8.75K	﹤0.01%	365
2013 Q3	–	Sell	-681	Closed	-$27K	–	440
2013 Q2	$27K	Buy	+681	New	+$27.4K	0.02%	180

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JNBA Financial Advisors's PFF Position: Q2 2024 in Review

JNBA Financial Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2024, closing a stake of 94 shares — an estimated $3.03K sold.

JNBA Financial Advisors first reported a position in PFF in Q2 2013 and held it in 9 quarters. The position peaked at $220K in Q3 2018. 1,009 funds tracked by Wall St. Rank hold PFF as of Q2 2024.

JNBA Financial Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2024 after selling out during the quarter.
JNBA Financial Advisors sold 94 iShares Preferred and Income Securities ETF shares in Q2 2024, an estimated $3.03K.
JNBA Financial Advisors first reported a position in iShares Preferred and Income Securities ETF in Q2 2013 and held it in 9 quarters.
JNBA Financial Advisors's iShares Preferred and Income Securities ETF position peaked at $220K in Q3 2018.
1,009 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2024.

Based on JNBA Financial Advisors's 13F filing for Q2 2024, filed 22 Jul 2024.