Leicht Financial Planning & Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Leicht Financial Planning & 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
2020 Q2	–	Sell	-13,392	Closed	-$426K	–	39
2020 Q1	$426K	Sell	13,392 -57,284	-81%	-$2.05M	0.41%	36
2019 Q4	$2.66M	Sell	70,676 -78,149	-53%	-$2.92M	2.42%	11
2019 Q3	$5.58M	Sell	148,825 -4,066	-3%	-$151K	5.34%	2
2019 Q2	$5.63M	Buy	152,891 +11,718	+8%	+$429K	5.52%	3
2019 Q1	$5.16M	Buy	141,173 +51,097	+57%	+$1.84M	5.32%	7
2018 Q4	$3.08M	Buy	90,076 +37,572	+72%	+$1.33M	4.07%	9
2018 Q3	$1.95M	Buy	52,504 +46,621	+792%	+$1.75M	2.32%	13
2018 Q2	$223K	Buy	+5,883	New	+$219K	0.19%	26

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's PFF Position: Q2 2020 in Review

Leicht Financial Planning & Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2020, closing a stake of 13,392 shares — an estimated $426K sold.

Leicht Financial Planning & Wealth Management first reported a position in PFF in Q2 2018 and held it in 8 quarters. The position peaked at $5.63M in Q2 2019. 804 funds tracked by Wall St. Rank hold PFF as of Q2 2020.

Leicht Financial Planning & Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2020 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 13,392 iShares Preferred and Income Securities ETF shares in Q2 2020, an estimated $426K.
Leicht Financial Planning & Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q2 2018 and held it in 8 quarters.
Leicht Financial Planning & Wealth Management's iShares Preferred and Income Securities ETF position peaked at $5.63M in Q2 2019.
804 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2020.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2020, filed 10 Jul 2020.