Kelly Financial Services’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Kelly Financial Services’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 Q3	–	Sell	-413	Closed	-$13K	–	568
2024 Q2	$13K	Sell	413 -189	-31%	-$5.95K	﹤0.01%	390
2024 Q1	$19.4K	Buy	602 +6	+1%	+$191	0.01%	333
2023 Q4	$18.6K	Buy	596 +8	+1%	+$239	0.01%	315
2023 Q3	$17.7K	Sell	588 -239	-29%	-$7.31K	0.01%	298
2023 Q2	$25.6K	Buy	827 +13	+2%	+$398	0.01%	264
2023 Q1	$25.4K	Sell	814 -6	-0.7%	-$193	0.01%	255
2022 Q4	$25K	Buy	820 +19	+2%	+$591	0.01%	248
2022 Q3	$25.4K	Buy	+801	New	+$26.9K	0.01%	227
2020 Q4	–	Sell	-90	Closed	-$3.28K	–	611
2020 Q3	$3.28K	Hold	90	–	–	﹤0.01%	383
2020 Q2	$3.12K	Hold	90	–	–	﹤0.01%	392
2020 Q1	$2.87K	Hold	90	–	–	﹤0.01%	356
2019 Q4	$3.38K	Hold	90	–	–	﹤0.01%	355
2019 Q3	$3.38K	Hold	90	–	–	﹤0.01%	336
2019 Q2	$3.32K	Hold	90	–	–	﹤0.01%	331
2019 Q1	$3.29K	Buy	+90	New	+$3.23K	﹤0.01%	333

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kelly Financial Services's PFF Position: Q3 2024 in Review

Kelly Financial Services sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2024, closing a stake of 413 shares — an estimated $13K sold.

Kelly Financial Services first reported a position in PFF in Q1 2019 and held it in 15 quarters. The position peaked at $25.6K in Q2 2023. 1,018 funds tracked by Wall St. Rank hold PFF as of Q3 2024.

Kelly Financial Services reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 413 iShares Preferred and Income Securities ETF shares in Q3 2024, an estimated $13K.
Kelly Financial Services first reported a position in iShares Preferred and Income Securities ETF in Q1 2019 and held it in 15 quarters.
Kelly Financial Services's iShares Preferred and Income Securities ETF position peaked at $25.6K in Q2 2023.
1,018 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.