Kalos Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-12,968
Closed -$472K 164
2022
Q1
$472K Buy
12,968
+1,078
+9% +$39.6K 0.32% 64
2021
Q4
$466K Buy
11,890
+457
+4% +$17.8K 0.13% 167
2021
Q3
$449K Buy
11,433
+933
+9% +$36.6K 0.13% 166
2021
Q2
$411K Buy
10,500
+1,956
+23% +$75.8K 0.17% 157
2021
Q1
$327K Buy
8,544
+1,693
+25% +$64.2K 0.1% 208
2020
Q4
$261K Sell
6,851
-1,746
-20% -$65.2K 0.11% 202
2020
Q3
$319K Buy
8,597
+150
+2% +$5.4K 0.14% 165
2020
Q2
$300K Sell
8,447
-335
-4% -$11.4K 0.13% 156
2020
Q1
$292K Buy
+8,782
New +$315K 0.13% 149
2015
Q4
Hold
0
353

Other funds holding PFF

Kalos Management's PFF Position: Q2 2022 in Review

Kalos Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2022, closing a stake of 12,968 shares — an estimated $472K sold.

Kalos Management first reported a position in PFF in Q1 2020 and held it in 9 quarters. The position peaked at $472K in Q1 2022. 990 funds tracked by Wall St. Rank hold PFF as of Q2 2022.

  • Kalos Management reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2022 after selling out during the quarter.
  • Kalos Management sold 12,968 iShares Preferred and Income Securities ETF shares in Q2 2022, an estimated $472K.
  • Kalos Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2020 and held it in 9 quarters.
  • Kalos Management's iShares Preferred and Income Securities ETF position peaked at $472K in Q1 2022.
  • 990 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2022.

Based on Kalos Management's 13F filing for Q2 2022, filed 12 Aug 2022.