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

Omega 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
2024
Q4 		– Sell
-6,143
Closed -$204K – 82
2024
Q3 		$204K Sell
6,143
-1,834
-23% -$59K 0.08% 81
2024
Q2 		$252K Sell
7,977
-869
-10% -$27.4K 0.1% 78
2024
Q1 		$285K Buy
8,846
+17
+0.2% +$542 0.12% 73
2023
Q4 		$275K Buy
8,829
+910
+11% +$27.2K 0.12% 72
2023
Q3 		$239K Sell
7,919
-620
-7% -$19K 0.12% 74
2023
Q2 		$264K Buy
8,539
+444
+5% +$13.6K 0.12% 75
2023
Q1 		$253K Sell
8,095
-1,262
-13% -$40.5K 0.12% 76
2022
Q4 		$286K Sell
9,357
-243
-3% -$7.56K 0.15% 73
2022
Q3 		$304K Buy
9,600
+18
+0.2% +$603 0.16% 68
2022
Q2 		$315K Buy
9,582
+1,385
+17% +$46.9K 0.15% 70
2022
Q1 		$299K Hold
8,197
– – 0.13% 66
2021
Q4 		$323K Hold
8,197
– – 0.14% 57
2021
Q3 		$318K Hold
8,197
– – 0.15% 55
2021
Q2 		$322K Hold
8,197
– – 0.16% 51
2021
Q1 		$315K Buy
8,197
+530
+7% +$20.1K 0.16% 54
2020
Q4 		$295K Hold
7,667
– – 0.16% 55
2020
Q3 		$279K Buy
7,667
+775
+11% +$27.9K 0.17% 53
2020
Q2 		$239K Sell
6,892
-249
-3% -$8.48K 0.15% 56
2020
Q1 		$227K Buy
7,141
+291
+4% +$10.4K 0.17% 51
2019
Q4 		$258K Buy
6,850
+415
+6% +$15.5K 0.17% 59
2019
Q3 		$242K Buy
6,435
+300
+5% +$11.2K 0.17% 59
2019
Q2 		$226K Hold
6,135
– – 0.17% 60
2019
Q1 		$224K Buy
+6,135
New +$220K 0.17% 61

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Omega Financial Group's PFF Position: Q4 2024 in Review

Omega Financial Group sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2024, closing a stake of 6,143 shares — an estimated $204K sold.

Omega Financial Group first reported a position in PFF in Q1 2019 and held it in 23 quarters. The position peaked at $323K in Q4 2021. 1,067 funds tracked by Wall St. Rank hold PFF as of Q4 2024.

  • Omega Financial Group reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2024 after selling out during the quarter.
  • Omega Financial Group sold 6,143 iShares Preferred and Income Securities ETF shares in Q4 2024, an estimated $204K.
  • Omega Financial Group first reported a position in iShares Preferred and Income Securities ETF in Q1 2019 and held it in 23 quarters.
  • Omega Financial Group's iShares Preferred and Income Securities ETF position peaked at $323K in Q4 2021.
  • 1,067 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2024.

Based on Omega Financial Group's 13F filing for Q4 2024, filed 15 Jan 2025.