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

Keating 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
Q1 		$707K Hold
21,941
– – 0.42% 21
2023
Q4 		$684K Buy
+21,941
New +$655K 0.47% 19

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Keating Wealth Management's PFF Position: Q1 2024 in Review

Keating Wealth Management held its iShares Preferred and Income Securities ETF (PFF) position steady in Q1 2024 at 21,941 shares worth $707K. The position accounts for 0.42% of the portfolio, ranked #21.

Keating Wealth Management first reported a position in PFF in Q4 2023 and has held it in 2 quarters since. 1,047 funds tracked by Wall St. Rank hold PFF as of Q1 2024.

  • Keating Wealth Management held 21,941 shares of iShares Preferred and Income Securities ETF worth $707K as of Q1 2024.
  • Keating Wealth Management left its iShares Preferred and Income Securities ETF share count unchanged in Q1 2024.
  • iShares Preferred and Income Securities ETF made up 0.42% of Keating Wealth Management's portfolio in Q1 2024, its #21 holding.
  • Keating Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and has held it in 2 quarters since.
  • 1,047 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2024.

Based on Keating Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.