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

National Wealth Management 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
Q2 		– Sell
-11,939
Closed -$435K – 131
2022
Q1 		$435K Buy
+11,939
New +$439K 0.42% 63

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

National Wealth Management Group's PFF Position: Q2 2022 in Review

National Wealth Management Group sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2022, closing a stake of 11,939 shares — an estimated $435K sold.

National Wealth Management Group first reported a position in PFF in Q1 2022 and held it in 1 quarter. The position peaked at $435K in Q1 2022. 990 funds tracked by Wall St. Rank hold PFF as of Q2 2022.

  • National Wealth Management Group reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2022 after selling out during the quarter.
  • National Wealth Management Group sold 11,939 iShares Preferred and Income Securities ETF shares in Q2 2022, an estimated $435K.
  • National Wealth Management Group first reported a position in iShares Preferred and Income Securities ETF in Q1 2022 and held it in 1 quarter.
  • National Wealth Management Group's iShares Preferred and Income Securities ETF position peaked at $435K in Q1 2022.
  • 990 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2022.

Based on National Wealth Management Group's 13F filing for Q2 2022, filed 17 Nov 2023.