Mayfair Advisory Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Mayfair Advisory 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
2022 Q4	–	Sell	-8,611	Closed	-$275K	–	121
2022 Q3	$275K	Hold	8,611	–	–	0.39%	75
2022 Q2	$299K	Sell	8,611 -290	-3%	-$9.81K	0.39%	75
2022 Q1	$322K	Sell	8,901 -200	-2%	-$7.35K	0.41%	61
2021 Q4	$351K	Buy	9,101 +1,489	+20%	+$57.9K	0.47%	51
2021 Q3	$292K	Hold	7,612	–	–	0.45%	58
2021 Q2	$299K	Hold	7,612	–	–	0.47%	57
2021 Q1	$292K	Hold	7,612	–	–	0.52%	49
2020 Q4	$293K	Sell	7,612 -80	-1%	-$2.99K	0.57%	47
2020 Q3	$280K	Buy	7,692 +705	+10%	+$25.4K	0.72%	35
2020 Q2	$242K	Hold	6,987	–	–	0.78%	32
2020 Q1	$222K	Hold	6,987	–	–	1.01%	26
2019 Q4	$263K	Buy	+6,987	New	+$261K	0.81%	32

Other funds holding PFF

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Mayfair Advisory Group's PFF Position: Q4 2022 in Review

Mayfair Advisory Group sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2022, closing a stake of 8,611 shares — an estimated $275K sold.

Mayfair Advisory Group first reported a position in PFF in Q4 2019 and held it in 12 quarters. The position peaked at $351K in Q4 2021. 977 funds tracked by Wall St. Rank hold PFF as of Q4 2022.

Mayfair Advisory Group reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2022 after selling out during the quarter.
Mayfair Advisory Group sold 8,611 iShares Preferred and Income Securities ETF shares in Q4 2022, an estimated $275K.
Mayfair Advisory Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and held it in 12 quarters.
Mayfair Advisory Group's iShares Preferred and Income Securities ETF position peaked at $351K in Q4 2021.
977 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2022.

Based on Mayfair Advisory Group's 13F filing for Q4 2022, filed 27 Jan 2023.