LifePro Asset Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

LifePro Asset 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
2024 Q3	$439K	Sell	13,217 -1,203	-8%	-$38.7K	0.27%	86
2024 Q2	$455K	Sell	14,420 -4,715	-25%	-$148K	0.33%	68
2024 Q1	$617K	Sell	19,135 -30	-0.2%	-$956	0.41%	58
2023 Q4	$598K	Sell	19,165 -450	-2%	-$13.4K	0.46%	52
2023 Q3	$591K	Sell	19,615 -693	-3%	-$21.2K	0.49%	49
2023 Q2	$628K	Sell	20,308 -6,230	-23%	-$191K	0.48%	50
2023 Q1	$810K	Hold	26,538	–	–	0.59%	40
2022 Q4	$810K	Sell	26,538 -4	-0%	-$124	0.59%	39
2022 Q3	$841K	Sell	26,542 -94,904	-78%	-$3.18M	0.48%	23
2022 Q2	$3.99M	Buy	121,446 +53,823	+80%	+$1.82M	2.07%	23
2022 Q1	$2.46M	Buy	67,623 +22,905	+51%	+$842K	0.88%	32
2021 Q4	$1.76M	Sell	44,718 -1,796	-4%	-$69.8K	0.52%	33
2021 Q3	$1.8M	Buy	46,514 +3,397	+8%	+$133K	0.55%	28
2021 Q2	$1.7M	Buy	43,117 +17,395	+68%	+$674K	0.5%	28
2021 Q1	$988K	Buy	25,722 +6,680	+35%	+$253K	0.31%	31
2020 Q4	$733K	Buy	+19,042	New	+$712K	0.23%	38

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

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

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LifePro Asset Management's PFF Position: Q3 2024 in Review

LifePro Asset Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 8.3% in Q3 2024, selling an estimated $38.7K and leaving 13,217 shares worth $439K. The position accounts for 0.27% of the portfolio, ranked #86.

LifePro Asset Management first reported a position in PFF in Q4 2020 and has held it in 16 quarters since. The position peaked at $3.99M in Q2 2022. 1,018 funds tracked by Wall St. Rank hold PFF as of Q3 2024.

LifePro Asset Management held 13,217 shares of iShares Preferred and Income Securities ETF worth $439K as of Q3 2024.
LifePro Asset Management sold 1,203 iShares Preferred and Income Securities ETF shares in Q3 2024, an estimated $38.7K.
iShares Preferred and Income Securities ETF made up 0.27% of LifePro Asset Management's portfolio in Q3 2024, its #86 holding.
LifePro Asset Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and has held it in 16 quarters since.
LifePro Asset Management's iShares Preferred and Income Securities ETF position peaked at $3.99M in Q2 2022.
1,018 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.