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

Pacific Capital 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
2023
Q2 		– Sell
-9,343
Closed -$292K – 77
2023
Q1 		$292K Hold
9,343
– – 0.08% 65
2022
Q4 		$285K Sell
9,343
-1,552
-14% -$48.3K 0.07% 72
2022
Q3 		$345K Buy
10,895
+20
+0.2% +$670 0.09% 64
2022
Q2 		$358K Sell
10,875
-1,194
-10% -$40.4K 0.1% 70
2022
Q1 		$440K Buy
12,069
+10
+0.1% +$368 0.13% 71
2021
Q4 		$475K Buy
12,059
+20
+0.2% +$777 0.14% 71
2021
Q3 		$467K Buy
12,039
+17
+0.1% +$667 0.15% 67
2021
Q2 		$473K Buy
12,022
+18
+0.1% +$697 0.24% 58
2021
Q1 		$461K Buy
12,004
+11
+0.1% +$417 0.26% 52
2020
Q4 		$462K Buy
11,993
+20
+0.2% +$747 0.26% 51
2020
Q3 		$436K Buy
11,973
+19
+0.2% +$684 0.26% 52
2020
Q2 		$414K Buy
11,954
+21
+0.2% +$715 0.28% 46
2020
Q1 		$380K Buy
11,933
+12
+0.1% +$430 0.29% 48
2019
Q4 		$448K Buy
+11,921
New +$445K 0.3% 46

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Pacific Capital Wealth Advisors's PFF Position: Q2 2023 in Review

Pacific Capital Wealth Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2023, closing a stake of 9,343 shares — an estimated $292K sold.

Pacific Capital Wealth Advisors first reported a position in PFF in Q4 2019 and held it in 14 quarters. The position peaked at $475K in Q4 2021. 960 funds tracked by Wall St. Rank hold PFF as of Q2 2023.

  • Pacific Capital Wealth Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2023 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 9,343 iShares Preferred and Income Securities ETF shares in Q2 2023, an estimated $292K.
  • Pacific Capital Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and held it in 14 quarters.
  • Pacific Capital Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $475K in Q4 2021.
  • 960 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2023.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.