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

Levy Wealth Management Group’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 Q2	$389K	Buy	12,316 +200	+2%	+$6.3K	0.1%	69
2024 Q1	$378K	Hold	12,116	–	–	0.11%	68
2023 Q4	$378K	Sell	12,116 -1,674	-12%	-$50K	0.11%	68
2023 Q3	$416K	Buy	13,790 +114	+0.8%	+$3.48K	0.13%	63
2023 Q2	$423K	Sell	13,676 -1,276	-9%	-$39K	0.13%	65
2023 Q1	$467K	Buy	14,952 +82	+0.6%	+$2.63K	0.14%	58
2022 Q4	$454K	Buy	14,870 +4,370	+42%	+$136K	0.15%	53
2022 Q3	$333K	Buy	+10,500	New	+$352K	0.14%	50
2022 Q2	–	Sell	-5,895	Closed	-$215K	–	76
2022 Q1	$215K	Buy	5,895 +34	+0.6%	+$1.25K	0.09%	69
2021 Q4	$231K	Buy	+5,861	New	+$228K	0.1%	70

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Levy Wealth Management Group's PFF Position: Q2 2024 in Review

Levy Wealth Management Group increased its iShares Preferred and Income Securities ETF (PFF) stake by 1.7% in Q2 2024, buying an estimated $6.3K and bringing the position to 12,316 shares worth $389K. The position accounts for 0.1% of the portfolio, ranked #69.

Levy Wealth Management Group first reported a position in PFF in Q4 2021 and has held it in 10 quarters since. The position peaked at $467K in Q1 2023. 1,008 funds tracked by Wall St. Rank hold PFF as of Q2 2024.

Levy Wealth Management Group held 12,316 shares of iShares Preferred and Income Securities ETF worth $389K as of Q2 2024.
Levy Wealth Management Group bought 200 iShares Preferred and Income Securities ETF shares in Q2 2024, an estimated $6.3K.
iShares Preferred and Income Securities ETF made up 0.1% of Levy Wealth Management Group's portfolio in Q2 2024, its #69 holding.
Levy Wealth Management Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 10 quarters since.
Levy Wealth Management Group's iShares Preferred and Income Securities ETF position peaked at $467K in Q1 2023.
1,008 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2024.

Based on Levy Wealth Management Group's 13F filing for Q2 2024, filed 25 Jul 2024.