Prestige Wealth Management Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Prestige Wealth Management 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
2024 Q1	–	Sell	-493	Closed	-$15.4K	–	1039
2023 Q4	$15.4K	Hold	493	–	–	﹤0.01%	369
2023 Q3	$14.9K	Hold	493	–	–	﹤0.01%	366
2023 Q2	$15.2K	Hold	493	–	–	﹤0.01%	393
2023 Q1	$15.4K	Hold	493	–	–	﹤0.01%	368
2022 Q4	$15.1K	Hold	493	–	–	﹤0.01%	390
2022 Q3	$16K	Hold	493	–	–	﹤0.01%	352
2022 Q2	$16K	Buy	+493	New	+$16.7K	﹤0.01%	371

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Prestige Wealth Management Group's PFF Position: Q1 2024 in Review

Prestige Wealth Management Group sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2024, closing a stake of 493 shares — an estimated $15.4K sold.

Prestige Wealth Management Group first reported a position in PFF in Q2 2022 and held it in 7 quarters. The position peaked at $16K in Q3 2022. 1,045 funds tracked by Wall St. Rank hold PFF as of Q1 2024.

Prestige Wealth Management Group reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2024 after selling out during the quarter.
Prestige Wealth Management Group sold 493 iShares Preferred and Income Securities ETF shares in Q1 2024, an estimated $15.4K.
Prestige Wealth Management Group first reported a position in iShares Preferred and Income Securities ETF in Q2 2022 and held it in 7 quarters.
Prestige Wealth Management Group's iShares Preferred and Income Securities ETF position peaked at $16K in Q3 2022.
1,045 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2024.

Based on Prestige Wealth Management Group's 13F filing for Q1 2024, filed 26 Apr 2024.