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

Perennial 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
2024 Q4	–	Sell	-8,785	Closed	-$292K	–	433
2024 Q3	$292K	Buy	8,785 +1,059	+14%	+$34.1K	0.04%	291
2024 Q2	$244K	Sell	7,726 -710	-8%	-$22.4K	0.03%	314
2024 Q1	$272K	Buy	8,436 +45	+0.5%	+$1.44K	0.04%	273
2023 Q4	$262K	Sell	8,391 -281	-3%	-$8.39K	0.04%	270
2023 Q3	$261K	Sell	8,672 -269	-3%	-$8.22K	0.05%	260
2023 Q2	$277K	Buy	8,941 +1,210	+16%	+$37K	0.05%	262
2023 Q1	$241K	Buy	+7,731	New	+$248K	0.04%	273

Other funds holding PFF

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Perennial Investment Advisors's PFF Position: Q4 2024 in Review

Perennial Investment Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2024, closing a stake of 8,785 shares — an estimated $292K sold.

Perennial Investment Advisors first reported a position in PFF in Q1 2023 and held it in 7 quarters. The position peaked at $292K in Q3 2024. 1,067 funds tracked by Wall St. Rank hold PFF as of Q4 2024.

Perennial Investment Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2024 after selling out during the quarter.
Perennial Investment Advisors sold 8,785 iShares Preferred and Income Securities ETF shares in Q4 2024, an estimated $292K.
Perennial Investment Advisors first reported a position in iShares Preferred and Income Securities ETF in Q1 2023 and held it in 7 quarters.
Perennial Investment Advisors's iShares Preferred and Income Securities ETF position peaked at $292K in Q3 2024.
1,067 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2024.

Based on Perennial Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.