PIA
Powell Investment Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Sell |
57,237
-126
| -0.2% | -$3.87K | 0.66% | 24 |
|
|
2025
Q1 | $1.76M | Buy |
57,363
+1,910
| +3% | +$58.7K | 0.87% | 18 |
|
|
2024
Q4 | $1.74M | Sell |
55,453
-665
| -1% | -$20.9K | 0.81% | 20 |
|
|
2024
Q3 | $1.86M | Buy |
56,118
+780
| +1% | +$25.9K | 0.87% | 20 |
|
|
2024
Q2 | $1.75M | Sell |
55,338
-1,741
| -3% | -$54.9K | 0.9% | 21 |
|
|
2024
Q1 | $1.84M | Sell |
57,079
-2,799
| -5% | -$90.2K | 0.97% | 16 |
|
|
2023
Q4 | $1.87M | Sell |
59,878
-470
| -0.8% | -$14.7K | 1.03% | 17 |
|
|
2023
Q3 | $1.82M | Buy |
60,348
+197
| +0.3% | +$5.94K | 1.09% | 17 |
|
|
2023
Q2 | $1.86M | Sell |
60,151
-3,402
| -5% | -$105K | 1.09% | 17 |
|
|
2023
Q1 | $1.98M | Buy |
63,553
+7,660
| +14% | +$239K | 1.1% | 17 |
|
|
2022
Q4 | $1.71M | Sell |
55,893
-49,057
| -47% | -$1.5M | 0.99% | 20 |
|
|
2022
Q3 | $3.32M | Buy |
104,950
+266
| +0.3% | +$8.43K | 2.18% | 12 |
|
|
2022
Q2 | $3.44M | Sell |
104,684
-21,159
| -17% | -$696K | 2.09% | 12 |
|
|
2022
Q1 | $4.58M | Sell |
125,843
-1,951
| -2% | -$71.1K | 2.67% | 10 |
|
|
2021
Q4 | $5.04M | Sell |
127,794
-693
| -0.5% | -$27.3K | 2.86% | 10 |
|
|
2021
Q3 | $4.99M | Buy |
128,487
+3,348
| +3% | +$130K | 3.08% | 9 |
|
|
2021
Q2 | $4.92M | Sell |
125,139
-25,964
| -17% | -$1.02M | 3.02% | 9 |
|
|
2021
Q1 | $5.8M | Sell |
151,103
-4,343
| -3% | -$167K | 3.8% | 8 |
|
|
2020
Q4 | $5.99M | Buy |
155,446
+2,084
| +1% | +$80.3K | 4.55% | 8 |
|
|
2020
Q3 | $5.59M | Buy |
153,362
+6,095
| +4% | +$222K | 4.8% | 6 |
|
|
2020
Q2 | $5.1M | Buy |
147,267
+5,565
| +4% | +$193K | 4.93% | 7 |
|
|
2020
Q1 | $4.51M | Sell |
141,702
-2,214
| -2% | -$70.5K | 5.46% | 3 |
|
|
2019
Q4 | $5.41M | Buy |
+143,916
| New | +$5.41M | 5.64% | 4 |
|