Meridian Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Meridian Wealth Advisors’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	-30,166	Closed	-$1.19M	–	217
2021 Q4	$1.19M	Sell	30,166 -1,979	-6%	-$76.9K	0.29%	76
2021 Q3	$1.25M	Sell	32,145 -1,732	-5%	-$67.9K	0.35%	67
2021 Q2	$1.33M	Buy	33,877 +769	+2%	+$29.8K	0.38%	65
2021 Q1	$1.27M	Buy	33,108 +3,012	+10%	+$114K	0.42%	59
2020 Q4	$1.16M	Buy	30,096 +3,421	+13%	+$128K	0.42%	52
2020 Q3	$972K	Buy	26,675 +12,175	+84%	+$438K	0.42%	53
2020 Q2	$502K	Buy	+14,500	New	+$494K	0.23%	90

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

Meridian Wealth Advisors's PFF Position: Q1 2022 in Review

Meridian Wealth Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2022, closing a stake of 30,166 shares — an estimated $1.19M sold.

Meridian Wealth Advisors first reported a position in PFF in Q2 2020 and held it in 7 quarters. The position peaked at $1.33M in Q2 2021. 1,048 funds tracked by Wall St. Rank hold PFF as of Q1 2022.

Meridian Wealth Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2022 after selling out during the quarter.
Meridian Wealth Advisors sold 30,166 iShares Preferred and Income Securities ETF shares in Q1 2022, an estimated $1.19M.
Meridian Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q2 2020 and held it in 7 quarters.
Meridian Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $1.33M in Q2 2021.
1,048 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2022.

Based on Meridian Wealth Advisors's 13F filing for Q1 2022, filed 12 May 2022.