Panoramic Investment Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Panoramic Investment 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 Q4	–	Sell	-10,026	Closed	-$302K	–	107
2023 Q3	$302K	Buy	+10,026	New	+$306K	0.28%	73
2022 Q4	$294K	Buy	+9,620	New	+$299K	0.3%	72

Other funds holding PFF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Panoramic Investment Advisors's PFF Position: Q4 2023 in Review

Panoramic Investment Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2023, closing a stake of 10,026 shares — an estimated $302K sold.

Panoramic Investment Advisors first reported a position in PFF in Q4 2022 and held it in 2 quarters. The position peaked at $302K in Q3 2023. 1,031 funds tracked by Wall St. Rank hold PFF as of Q4 2023.

Panoramic Investment Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2023 after selling out during the quarter.
Panoramic Investment Advisors sold 10,026 iShares Preferred and Income Securities ETF shares in Q4 2023, an estimated $302K.
Panoramic Investment Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and held it in 2 quarters.
Panoramic Investment Advisors's iShares Preferred and Income Securities ETF position peaked at $302K in Q3 2023.
1,031 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2023.

Based on Panoramic Investment Advisors's 13F filing for Q4 2023, filed 23 Jan 2024.