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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-30,355
Closed -$948K 77
2023
Q1
$948K Sell
30,355
-31,845
-51% -$1.02M 1.55% 27
2022
Q4
$1.9M Buy
+62,200
New +$1.93M 2.96% 8

Other funds holding PFF

QP Wealth Management's PFF Position: Q2 2023 in Review

QP Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2023, closing a stake of 30,355 shares — an estimated $948K sold.

QP Wealth Management first reported a position in PFF in Q4 2022 and held it in 2 quarters. The position peaked at $1.9M in Q4 2022. 960 funds tracked by Wall St. Rank hold PFF as of Q2 2023.

  • QP Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2023 after selling out during the quarter.
  • QP Wealth Management sold 30,355 iShares Preferred and Income Securities ETF shares in Q2 2023, an estimated $948K.
  • QP Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and held it in 2 quarters.
  • QP Wealth Management's iShares Preferred and Income Securities ETF position peaked at $1.9M in Q4 2022.
  • 960 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2023.

Based on QP Wealth Management's 13F filing for Q2 2023, filed 13 Jul 2023.