Marathon Capital Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Marathon Capital 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
2022 Q1	–	Sell	-7,075	Closed	-$279K	–	145
2021 Q4	$279K	Hold	7,075	–	–	0.07%	140
2021 Q3	$275K	Hold	7,075	–	–	0.06%	177
2021 Q2	$278K	Sell	7,075 -200	-3%	-$7.75K	0.06%	148
2021 Q1	$279K	Buy	7,275 +50	+0.7%	+$1.9K	0.07%	137
2020 Q4	$278K	Hold	7,225	–	–	0.08%	116
2020 Q3	$263K	Sell	7,225 -184	-2%	-$6.62K	0.1%	106
2020 Q2	$257K	Buy	+7,409	New	+$252K	0.1%	105

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

Marathon Capital Management's PFF Position: Q1 2022 in Review

Marathon Capital Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2022, closing a stake of 7,075 shares — an estimated $279K sold.

Marathon Capital Management first reported a position in PFF in Q2 2020 and held it in 7 quarters. The position peaked at $279K in Q4 2021. 1,048 funds tracked by Wall St. Rank hold PFF as of Q1 2022.

Marathon Capital Management reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2022 after selling out during the quarter.
Marathon Capital Management sold 7,075 iShares Preferred and Income Securities ETF shares in Q1 2022, an estimated $279K.
Marathon Capital Management first reported a position in iShares Preferred and Income Securities ETF in Q2 2020 and held it in 7 quarters.
Marathon Capital Management's iShares Preferred and Income Securities ETF position peaked at $279K in Q4 2021.
1,048 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2022.

Based on Marathon Capital Management's 13F filing for Q1 2022, filed 13 May 2022.