Kings Point Capital Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Kings Point Capital 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
2022 Q1	$736K	Hold	20,196	–	–	0.06%	115
2021 Q4	$796K	Buy	20,196 +2,700	+15%	+$105K	0.07%	121
2021 Q3	$679K	Sell	17,496 -38,250	-69%	-$1.5M	0.06%	125
2021 Q2	$2.19M	Buy	55,746 +40,011	+254%	+$1.55M	0.2%	85
2021 Q1	$604K	Buy	15,735 +4,250	+37%	+$161K	0.06%	128
2020 Q4	$442K	Buy	11,485 +5,250	+84%	+$196K	0.05%	133
2020 Q3	$227K	Hold	6,235	–	–	0.03%	164
2020 Q2	$216K	Hold	6,235	–	–	0.03%	157
2020 Q1	$199K	Sell	6,235 -719	-10%	-$25.8K	0.04%	162
2019 Q4	$261K	Sell	6,954 -1,057	-13%	-$39.4K	0.04%	158
2019 Q3	$301K	Buy	8,011 +3,326	+71%	+$124K	0.05%	147
2019 Q2	$173K	Buy	4,685 +1,067	+29%	+$39.1K	0.03%	151
2019 Q1	$132K	Sell	3,618 -181	-5%	-$6.5K	0.03%	157
2018 Q4	$130K	Sell	3,799 -2,650	-41%	-$93.9K	0.03%	147
2018 Q3	$239K	Buy	6,449 +35	+0.5%	+$1.31K	0.04%	139
2018 Q2	$242K	Sell	6,414 -908	-12%	-$33.8K	0.05%	138
2018 Q1	$275K	Buy	7,322 +64	+0.9%	+$2.4K	0.06%	133
2017 Q4	$276K	Buy	7,258 +3,718	+105%	+$143K	0.06%	133
2017 Q3	$137K	Hold	3,540	–	–	0.03%	156
2017 Q2	$139K	Hold	3,540	–	–	0.03%	158
2017 Q1	$137K	Buy	+3,540	New	+$135K	0.03%	156

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

Kings Point Capital Management's PFF Position: Q1 2022 in Review

Kings Point Capital Management held its iShares Preferred and Income Securities ETF (PFF) position steady in Q1 2022 at 20,196 shares worth $736K. The position accounts for 0.06% of the portfolio, ranked #115.

Kings Point Capital Management first reported a position in PFF in Q1 2017 and has held it in 21 quarters since. The position peaked at $2.19M in Q2 2021. 1,048 funds tracked by Wall St. Rank hold PFF as of Q1 2022.

Kings Point Capital Management held 20,196 shares of iShares Preferred and Income Securities ETF worth $736K as of Q1 2022.
Kings Point Capital Management left its iShares Preferred and Income Securities ETF share count unchanged in Q1 2022.
iShares Preferred and Income Securities ETF made up 0.06% of Kings Point Capital Management's portfolio in Q1 2022, its #115 holding.
Kings Point Capital Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2017 and has held it in 21 quarters since.
Kings Point Capital Management's iShares Preferred and Income Securities ETF position peaked at $2.19M in Q2 2021.
1,048 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.