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

Lee Financial’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	–	Sell	-100	Closed	-$3.12K	–	628
2023 Q4	$3.12K	Hold	100	–	–	﹤0.01%	645
2023 Q3	$3.02K	Hold	100	–	–	﹤0.01%	598
2023 Q2	$3.09K	Sell	100 -165	-62%	-$5.05K	﹤0.01%	575
2023 Q1	$8.27K	Sell	265 -3,755	-93%	-$121K	﹤0.01%	454
2022 Q4	$123K	Sell	4,020 -830	-17%	-$25.8K	0.02%	177
2022 Q3	$154K	Buy	4,850 +830	+21%	+$27.8K	0.03%	159
2022 Q2	$132K	Hold	4,020	–	–	0.02%	171
2022 Q1	$146K	Hold	4,020	–	–	0.03%	162
2021 Q4	$159K	Hold	4,020	–	–	0.03%	158
2021 Q3	$156K	Hold	4,020	–	–	0.03%	154
2021 Q2	$158K	Hold	4,020	–	–	0.03%	152
2021 Q1	$154K	Buy	4,020 +1,855	+86%	+$70.4K	0.04%	148
2020 Q4	$83K	Buy	2,165 +1,395	+181%	+$52.1K	0.02%	174
2020 Q3	$28K	Buy	770 +670	+670%	+$24.1K	0.01%	278
2020 Q2	$3K	Hold	100	–	–	﹤0.01%	467
2020 Q1	$3K	Hold	100	–	–	﹤0.01%	415
2019 Q4	$4K	Hold	100	–	–	﹤0.01%	430
2019 Q3	$4K	Hold	100	–	–	﹤0.01%	439
2019 Q2	$4K	Hold	100	–	–	﹤0.01%	446
2019 Q1	$4K	Hold	100	–	–	﹤0.01%	430
2018 Q4	$3K	Hold	100	–	–	﹤0.01%	399
2018 Q3	$4K	Hold	100	–	–	﹤0.01%	423
2018 Q2	$4K	Hold	100	–	–	﹤0.01%	656
2018 Q1	$4K	Hold	100	–	–	﹤0.01%	643
2017 Q4	$4K	Hold	100	–	–	﹤0.01%	436
2017 Q3	$4K	Hold	100	–	–	﹤0.01%	423
2017 Q2	$4K	Hold	100	–	–	﹤0.01%	416
2017 Q1	$4K	Hold	100	–	–	﹤0.01%	359
2016 Q4	$4K	Buy	+100	New	+$3.8K	﹤0.01%	379

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Lee Financial's PFF Position: Q1 2024 in Review

Lee Financial sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2024, closing a stake of 100 shares — an estimated $3.12K sold.

Lee Financial first reported a position in PFF in Q4 2016 and held it in 29 quarters. The position peaked at $159K in Q4 2021. 1,048 funds tracked by Wall St. Rank hold PFF as of Q1 2024.

Lee Financial reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 100 iShares Preferred and Income Securities ETF shares in Q1 2024, an estimated $3.12K.
Lee Financial first reported a position in iShares Preferred and Income Securities ETF in Q4 2016 and held it in 29 quarters.
Lee Financial's iShares Preferred and Income Securities ETF position peaked at $159K in Q4 2021.
1,048 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.