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

Lake Point 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
2022 Q2	–	Sell	-4	Closed	–	–	487
2022 Q1	$0	Hold	4	–	–	﹤0.01%	468
2021 Q4	$0	Hold	4	–	–	﹤0.01%	475
2021 Q3	$0	Hold	4	–	–	﹤0.01%	447
2021 Q2	$0	Buy	+4	New	+$155	﹤0.01%	433
2020 Q1	$2K	Hold	50	–	–	﹤0.01%	276
2019 Q4	$2K	Buy	+50	New	+$1.86K	﹤0.01%	505
2019 Q2	$3K	Hold	78	–	–	﹤0.01%	488
2019 Q1	$3K	Sell	78 -4,480	-98%	-$161K	﹤0.01%	488
2018 Q4	$156K	Buy	+4,558	New	+$161K	0.06%	174

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Lake Point Wealth Management's PFF Position: Q2 2022 in Review

Lake Point Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2022, closing a stake of 4 shares.

Lake Point Wealth Management first reported a position in PFF in Q4 2018 and held it in 9 quarters. The position peaked at $156K in Q4 2018. 990 funds tracked by Wall St. Rank hold PFF as of Q2 2022.

Lake Point Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2022 after selling out during the quarter.
Lake Point Wealth Management sold 4 iShares Preferred and Income Securities ETF shares in Q2 2022.
Lake Point Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2018 and held it in 9 quarters.
Lake Point Wealth Management's iShares Preferred and Income Securities ETF position peaked at $156K in Q4 2018.
990 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.