Pinnacle Advisory Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Pinnacle Advisory 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
2021 Q1	$297K	Buy	+7,741	New	+$294K	0.01%	204
2018 Q3	–	Sell	-5,770	Closed	-$218K	–	171
2018 Q2	$218K	Sell	5,770 -1,280	-18%	-$47.7K	0.01%	130
2018 Q1	$265K	Sell	7,050 -3,816	-35%	-$143K	0.02%	163
2017 Q4	$414K	Sell	10,866 -929	-8%	-$35.7K	0.02%	149
2017 Q3	$458K	Sell	11,795 -1,015	-8%	-$39.5K	0.03%	125
2017 Q2	$502K	Buy	12,810 +2,100	+20%	+$81.7K	0.03%	115
2017 Q1	$414K	Sell	10,710 -1,821	-15%	-$69.6K	0.03%	127
2016 Q4	$466K	Buy	+12,531	New	+$476K	0.03%	114
2016 Q3	–	Sell	-19,672	Closed	-$784K	–	141
2016 Q2	$784K	Buy	+19,672	New	+$771K	0.06%	49

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pinnacle Advisory Group's PFF Position: Q1 2021 in Review

Pinnacle Advisory Group opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q1 2021: 7,741 shares worth $297K. The stake represents 0.01% of the portfolio and ranks #204 among its holdings. This is a return to the name: Pinnacle Advisory Group previously reported a position in PFF as recently as Q2 2018.

Pinnacle Advisory Group first reported a position in PFF in Q2 2016 and has held it in 9 quarters since. The position peaked at $784K in Q2 2016. 952 funds tracked by Wall St. Rank hold PFF as of Q1 2021.

Pinnacle Advisory Group held 7,741 shares of iShares Preferred and Income Securities ETF worth $297K as of Q1 2021.
iShares Preferred and Income Securities ETF was a new Pinnacle Advisory Group position in Q1 2021.
iShares Preferred and Income Securities ETF made up 0.01% of Pinnacle Advisory Group's portfolio in Q1 2021, its #204 holding.
Pinnacle Advisory Group first reported a position in iShares Preferred and Income Securities ETF in Q2 2016 and has held it in 9 quarters since.
Pinnacle Advisory Group's iShares Preferred and Income Securities ETF position peaked at $784K in Q2 2016.
952 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.