Resolute Financial’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Resolute Financial’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
2022 Q4	$231K	Buy	7,577 +179	+2%	+$5.57K	0.2%	102
2022 Q3	$234K	Buy	7,398 +98	+1%	+$3.29K	0.22%	98
2022 Q2	$240K	Sell	7,300 -988	-12%	-$33.4K	0.21%	95
2022 Q1	$302K	Sell	8,288 -10,685	-56%	-$393K	0.25%	86
2021 Q4	$748K	Buy	+18,973	New	+$737K	0.56%	44

Other funds holding PFF

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Resolute Financial's PFF Position: Q4 2022 in Review

Resolute Financial increased its iShares Preferred and Income Securities ETF (PFF) stake by 2.4% in Q4 2022, buying an estimated $5.57K and bringing the position to 7,577 shares worth $231K. The position accounts for 0.2% of the portfolio, ranked #102.

Resolute Financial first reported a position in PFF in Q4 2021 and has held it in 5 quarters since. The position peaked at $748K in Q4 2021. 977 funds tracked by Wall St. Rank hold PFF as of Q4 2022.

Resolute Financial held 7,577 shares of iShares Preferred and Income Securities ETF worth $231K as of Q4 2022.
Resolute Financial bought 179 iShares Preferred and Income Securities ETF shares in Q4 2022, an estimated $5.57K.
iShares Preferred and Income Securities ETF made up 0.2% of Resolute Financial's portfolio in Q4 2022, its #102 holding.
Resolute Financial first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 5 quarters since.
Resolute Financial's iShares Preferred and Income Securities ETF position peaked at $748K in Q4 2021.
977 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.