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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.28M Sell
41,693
-1,950
-4% -$59.8K 0.02% 523
2025
Q1
$1.34M Sell
43,643
-985
-2% -$30.3K 0.03% 473
2024
Q4
$1.4M Sell
44,628
-1,504
-3% -$47.3K 0.03% 473
2024
Q3
$1.53M Sell
46,132
-1,372
-3% -$45.6K 0.03% 436
2024
Q2
$1.5M Sell
47,504
-6,129
-11% -$193K 0.04% 408
2024
Q1
$1.73M Buy
53,633
+1,191
+2% +$38.4K 0.04% 370
2023
Q4
$1.64M Buy
52,442
+1,619
+3% +$50.5K 0.05% 328
2023
Q3
$1.53M Buy
50,823
+8,280
+19% +$250K 0.06% 342
2023
Q2
$1.32M Sell
42,543
-9,022
-17% -$279K 0.05% 324
2023
Q1
$1.61M Buy
51,565
+24,150
+88% +$754K 0.07% 280
2022
Q4
$837K Sell
27,415
-22,384
-45% -$683K 0.04% 382
2022
Q3
$1.58M Sell
49,799
-2,967
-6% -$94K 0.07% 256
2022
Q2
$1.74M Sell
52,766
-5,706
-10% -$188K 0.08% 243
2022
Q1
$2.13M Sell
58,472
-9,042
-13% -$329K 0.09% 232
2021
Q4
$2.66M Sell
67,514
-7,335
-10% -$289K 0.11% 191
2021
Q3
$2.91M Sell
74,849
-1,015
-1% -$39.4K 0.14% 164
2021
Q2
$2.98M Buy
75,864
+9,005
+13% +$353K 0.15% 155
2021
Q1
$2.57M Buy
66,859
+8,289
+14% +$318K 0.15% 152
2020
Q4
$2.26M Buy
58,570
+7,050
+14% +$272K 0.16% 142
2020
Q3
$1.88M Sell
51,520
-27,535
-35% -$1M 0.17% 143
2020
Q2
$2.74M Buy
79,055
+32,406
+69% +$1.12M 0.27% 91
2020
Q1
$1.49M Sell
46,649
-19,419
-29% -$618K 0.2% 128
2019
Q4
$2.48M Sell
66,068
-2,154
-3% -$81K 0.31% 90
2019
Q3
$2.56M Sell
68,222
-15,394
-18% -$578K 0.4% 69
2019
Q2
$3.08M Buy
83,616
+22,127
+36% +$815K 0.52% 55
2019
Q1
$2.25M Buy
61,489
+20,535
+50% +$750K 0.34% 78
2018
Q4
$1.4M Buy
40,954
+182
+0.4% +$6.23K 0.31% 101
2018
Q3
$1.51M Buy
+40,772
New +$1.51M 0.31% 101
2018
Q1
Sell
-16,338
Closed -$622K 324
2017
Q4
$622K Sell
16,338
-18,873
-54% -$719K 0.22% 142
2017
Q3
$1.37M Buy
35,211
+6,035
+21% +$234K 0.6% 44
2017
Q2
$1.14M Sell
29,176
-3,734
-11% -$146K 0.59% 51
2017
Q1
$1.27M Buy
+32,910
New +$1.27M 0.76% 32