MFG
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Magnus Financial Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Magnus Financial 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
2025
Q1 		– Sell
-9,402
Closed -$296K – 386
2024
Q4 		$296K Buy
9,402
+2,747
+41% +$89.7K 0.03% 273
2024
Q3 		$221K Buy
+6,655
New +$214K 0.02% 308
2024
Q2 		– Sell
-11,557
Closed -$372K – 327
2024
Q1 		$372K Buy
11,557
+3,902
+51% +$124K 0.04% 219
2023
Q4 		$239K Sell
7,655
-72
-0.9% -$2.15K 0.03% 261
2023
Q3 		$233K Sell
7,727
-378
-5% -$11.6K 0.03% 232
2023
Q2 		$251K Sell
8,105
-12,794
-61% -$391K 0.04% 232
2023
Q1 		$652K Sell
20,899
-10,513
-33% -$338K 0.1% 150
2022
Q4 		$959K Sell
31,412
-6,765
-18% -$210K 0.16% 113
2022
Q3 		$1.21M Sell
38,177
-3,349
-8% -$112K 0.23% 83
2022
Q2 		$1.36M Sell
41,526
-16,762
-29% -$567K 0.25% 76
2022
Q1 		$2.12M Buy
58,288
+584
+1% +$21.5K 0.35% 51
2021
Q4 		$2.27M Buy
57,704
+11,244
+24% +$437K 0.43% 39
2021
Q3 		$1.8M Buy
46,460
+6,739
+17% +$264K 0.38% 44
2021
Q2 		$1.56M Buy
39,721
+25,594
+181% +$991K 0.34% 46
2021
Q1 		$542K Buy
14,127
+520
+4% +$19.7K 0.13% 99
2020
Q4 		$524K Buy
13,607
+37
+0.3% +$1.38K 0.05% 135
2020
Q3 		$495K Sell
13,570
-3,182
-19% -$115K 0.06% 127
2020
Q2 		$580K Buy
16,752
+117
+0.7% +$3.99K 0.06% 130
2020
Q1 		$530K Buy
16,635
+93
+0.6% +$3.33K 0.07% 131
2019
Q4 		$622K Buy
16,542
+1,489
+10% +$55.5K 0.09% 103
2019
Q3 		$565K Buy
15,053
+667
+5% +$24.8K 0.11% 98
2019
Q2 		$530K Buy
14,386
+1,157
+9% +$42.4K 0.1% 108
2019
Q1 		$484K Sell
13,229
-2,415
-15% -$86.8K 0.1% 115
2018
Q4 		$535K Buy
+15,644
New +$554K 0.14% 77

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Magnus Financial Group's PFF Position: Q1 2025 in Review

Magnus Financial Group sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2025, closing a stake of 9,402 shares — an estimated $296K sold.

Magnus Financial Group first reported a position in PFF in Q4 2018 and held it in 24 quarters. The position peaked at $2.27M in Q4 2021. 1,025 funds tracked by Wall St. Rank hold PFF as of Q1 2025.

  • Magnus Financial Group reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2025 after selling out during the quarter.
  • Magnus Financial Group sold 9,402 iShares Preferred and Income Securities ETF shares in Q1 2025, an estimated $296K.
  • Magnus Financial Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2018 and held it in 24 quarters.
  • Magnus Financial Group's iShares Preferred and Income Securities ETF position peaked at $2.27M in Q4 2021.
  • 1,025 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2025.

Based on Magnus Financial Group's 13F filing for Q1 2025, filed 11 Apr 2025.