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Planned Solutions’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Planned Solutions’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
-230
Closed -$7.64K – 482
2024
Q3 		$7.64K Buy
+230
New +$7.4K ﹤0.01% 469
2024
Q1 		– Sell
-210
Closed -$6.55K – 414
2023
Q4 		$6.55K Buy
+210
New +$6.27K ﹤0.01% 458
2021
Q1 		– Sell
-210
Closed -$8K – 306
2020
Q4 		$8K Hold
210
– – 0.01% 342
2020
Q3 		$8K Buy
+210
New +$7.56K 0.01% 267

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

Planned Solutions's PFF Position: Q4 2024 in Review

Planned Solutions sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2024, closing a stake of 230 shares — an estimated $7.64K sold.

Planned Solutions first reported a position in PFF in Q3 2020 and held it in 4 quarters. The position peaked at $8K in Q4 2020. 1,067 funds tracked by Wall St. Rank hold PFF as of Q4 2024.

  • Planned Solutions reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 230 iShares Preferred and Income Securities ETF shares in Q4 2024, an estimated $7.64K.
  • Planned Solutions first reported a position in iShares Preferred and Income Securities ETF in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's iShares Preferred and Income Securities ETF position peaked at $8K in Q4 2020.
  • 1,067 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.