Lenox Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Lenox Wealth Advisors’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	$499K	Hold	14,096	–	–	0.06%	66
2021 Q4	$556K	Hold	14,096	–	–	0.07%	61
2021 Q3	$547K	Buy	14,096 +1,300	+10%	+$51K	0.07%	61
2021 Q2	$503K	Hold	12,796	–	–	0.06%	65
2021 Q1	$491K	Hold	12,796	–	–	0.07%	49
2020 Q4	$493K	Sell	12,796 -95	-0.7%	-$3.55K	0.07%	51
2020 Q3	$470K	Buy	12,891 +95	+0.7%	+$3.42K	0.07%	50
2020 Q2	$443K	Hold	12,796	–	–	0.07%	41
2020 Q1	$407K	Buy	12,796 +1,250	+11%	+$44.8K	0.08%	43
2019 Q4	$434K	Buy	11,546 +3,000	+35%	+$112K	0.07%	50
2019 Q3	$321K	Hold	8,546	–	–	0.05%	59
2019 Q2	$315K	Hold	8,546	–	–	0.06%	54
2019 Q1	$312K	Sell	8,546 -4,683	-35%	-$168K	0.06%	50
2018 Q4	$453K	Buy	13,229 +2,543	+24%	+$90.1K	0.1%	35
2018 Q3	$397K	Buy	10,686 +5,286	+98%	+$198K	0.08%	39
2018 Q2	$204K	Buy	+5,400	New	+$201K	0.05%	56
2017 Q4	–	Sell	-7,424	Closed	-$288K	–	440
2017 Q3	$288K	Buy	+7,424	New	+$289K	0.09%	22
2016 Q4	–	Sell	-305	Closed	-$12K	–	164
2016 Q3	$12K	Buy	305 +4	+1%	+$160	﹤0.01%	167
2016 Q2	$12K	Buy	+301	New	+$11.8K	﹤0.01%	159
2014 Q1	–	Sell	-2,335	Closed	-$86K	–	299
2013 Q4	$86K	Buy	+2,335	New	+$88.1K	0.06%	45
2013 Q3	–	Sell	-11,350	Closed	-$446K	–	281
2013 Q2	$446K	Buy	+11,350	New	+$456K	0.5%	11

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

Lenox Wealth Advisors's PFF Position: Q1 2022 in Review

Lenox Wealth Advisors held its iShares Preferred and Income Securities ETF (PFF) position steady in Q1 2022 at 14,096 shares worth $499K. The position accounts for 0.06% of the portfolio, ranked #66.

Lenox Wealth Advisors first reported a position in PFF in Q2 2013 and has held it in 21 quarters since. The position peaked at $556K in Q4 2021. 1,048 funds tracked by Wall St. Rank hold PFF as of Q1 2022.

Lenox Wealth Advisors held 14,096 shares of iShares Preferred and Income Securities ETF worth $499K as of Q1 2022.
Lenox Wealth Advisors 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 Lenox Wealth Advisors's portfolio in Q1 2022, its #66 holding.
Lenox Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q2 2013 and has held it in 21 quarters since.
Lenox Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $556K in Q4 2021.
1,048 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.