Karn Couzens & Associates’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Karn Couzens & Associates’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 Q1	$685K	Sell	18,820 -4,041	-18%	-$149K	0.44%	35
2021 Q4	$901K	Buy	22,861 +2,515	+12%	+$97.7K	0.62%	26
2021 Q3	$790K	Buy	20,346 +2,916	+17%	+$114K	0.6%	27
2021 Q2	$686K	Buy	17,430 +8,237	+90%	+$319K	0.53%	29
2021 Q1	$353K	Buy	9,193 +2,536	+38%	+$96.2K	0.32%	47
2020 Q4	$256K	Buy	+6,657	New	+$249K	0.24%	59

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Karn Couzens & Associates's PFF Position: Q1 2022 in Review

Karn Couzens & Associates reduced its iShares Preferred and Income Securities ETF (PFF) stake by 18% in Q1 2022, selling an estimated $149K and leaving 18,820 shares worth $685K. The position accounts for 0.44% of the portfolio, ranked #35.

Karn Couzens & Associates first reported a position in PFF in Q4 2020 and has held it in 6 quarters since. The position peaked at $901K in Q4 2021. 1,048 funds tracked by Wall St. Rank hold PFF as of Q1 2022.

Karn Couzens & Associates held 18,820 shares of iShares Preferred and Income Securities ETF worth $685K as of Q1 2022.
Karn Couzens & Associates sold 4,041 iShares Preferred and Income Securities ETF shares in Q1 2022, an estimated $149K.
iShares Preferred and Income Securities ETF made up 0.44% of Karn Couzens & Associates's portfolio in Q1 2022, its #35 holding.
Karn Couzens & Associates first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and has held it in 6 quarters since.
Karn Couzens & Associates's iShares Preferred and Income Securities ETF position peaked at $901K in Q4 2021.
1,048 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2022.

Based on Karn Couzens & Associates's 13F filing for Q1 2022, filed 19 Apr 2022.