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Omni 360 Wealth’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Omni 360 Wealth’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
-9,124
Closed -$303K – 113
2024
Q3 		$303K Buy
9,124
+9
+0.1% +$290 0.21% 95
2024
Q2 		$288K Sell
9,115
-211
-2% -$6.64K 0.22% 91
2024
Q1 		$301K Sell
9,326
-238
-2% -$7.59K 0.25% 84
2023
Q4 		$298K Buy
+9,564
New +$286K 0.28% 78

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

Omni 360 Wealth's PFF Position: Q4 2024 in Review

Omni 360 Wealth sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2024, closing a stake of 9,124 shares — an estimated $303K sold.

Omni 360 Wealth first reported a position in PFF in Q4 2023 and held it in 4 quarters. The position peaked at $303K in Q3 2024. 1,067 funds tracked by Wall St. Rank hold PFF as of Q4 2024.

  • Omni 360 Wealth reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2024 after selling out during the quarter.
  • Omni 360 Wealth sold 9,124 iShares Preferred and Income Securities ETF shares in Q4 2024, an estimated $303K.
  • Omni 360 Wealth first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and held it in 4 quarters.
  • Omni 360 Wealth's iShares Preferred and Income Securities ETF position peaked at $303K in Q3 2024.
  • 1,067 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2024.

Based on Omni 360 Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.