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Rise Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Rise Advisors’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
Q2 		– Sell
-444
Closed -$14.3K – 1260
2024
Q1 		$14.3K Buy
444
+5
+1% +$159 0.01% 878
2023
Q4 		$13.7K Buy
439
+9
+2% +$269 0.01% 290
2023
Q3 		$13K Sell
430
-782
-65% -$23.9K 0.01% 293
2023
Q2 		$37.5K Sell
1,212
-568
-32% -$17.4K 0.03% 177
2023
Q1 		$55.6K Buy
1,780
+20
+1% +$642 0.04% 146
2022
Q4 		$53.7K Buy
1,760
+42
+2% +$1.31K 0.04% 148
2022
Q3 		$54K Sell
1,718
-89
-5% -$2.98K 0.04% 144
2022
Q2 		$59K Buy
1,807
+18
+1% +$609 0.06% 131
2022
Q1 		$65K Buy
1,789
+11
+0.6% +$404 0.06% 124
2021
Q4 		$70.1K Buy
+1,778
New +$69.1K 0.07% 119

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rise Advisors's PFF Position: Q2 2024 in Review

Rise Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2024, closing a stake of 444 shares — an estimated $14.3K sold.

Rise Advisors first reported a position in PFF in Q4 2021 and held it in 10 quarters. The position peaked at $70.1K in Q4 2021. 1,006 funds tracked by Wall St. Rank hold PFF as of Q2 2024.

  • Rise Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2024 after selling out during the quarter.
  • Rise Advisors sold 444 iShares Preferred and Income Securities ETF shares in Q2 2024, an estimated $14.3K.
  • Rise Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and held it in 10 quarters.
  • Rise Advisors's iShares Preferred and Income Securities ETF position peaked at $70.1K in Q4 2021.
  • 1,006 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2024.

Based on Rise Advisors's 13F filing for Q2 2024, filed 9 Jul 2024.