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

Madison 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
2023 Q3	$324K	Buy	+10,745	New	+$328K	0.07%	127

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

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

Aozora Bank Tokyo, Japan $199M AUM 0.15% 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

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

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

Madison Wealth Management's PFF Position: Q3 2023 in Review

Madison Wealth Management opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q3 2023: 10,745 shares worth $324K. The stake represents 0.07% of the portfolio and ranks #127 among its holdings.

957 funds tracked by Wall St. Rank hold PFF as of Q3 2023.

Madison Wealth Management held 10,745 shares of iShares Preferred and Income Securities ETF worth $324K as of Q3 2023.
iShares Preferred and Income Securities ETF was a new Madison Wealth Management position in Q3 2023.
iShares Preferred and Income Securities ETF made up 0.07% of Madison Wealth Management's portfolio in Q3 2023, its #127 holding.
957 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.