Ritter Daniher Financial Advisory’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Ritter Daniher Financial Advisory’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
2021 Q4	–	Sell	-290	Closed	-$11K	–	248
2021 Q3	$11K	Hold	290	–	–	0.01%	153
2021 Q2	$11K	Hold	290	–	–	0.01%	153
2021 Q1	$11K	Hold	290	–	–	0.01%	142
2020 Q4	$11K	Buy	+290	New	+$10.8K	0.01%	137

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ritter Daniher Financial Advisory's PFF Position: Q4 2021 in Review

Ritter Daniher Financial Advisory sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2021, closing a stake of 290 shares — an estimated $11K sold.

Ritter Daniher Financial Advisory first reported a position in PFF in Q4 2020 and held it in 4 quarters. The position peaked at $11K in Q3 2021. 1,102 funds tracked by Wall St. Rank hold PFF as of Q4 2021.

Ritter Daniher Financial Advisory reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2021 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 290 iShares Preferred and Income Securities ETF shares in Q4 2021, an estimated $11K.
Ritter Daniher Financial Advisory first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and held it in 4 quarters.
Ritter Daniher Financial Advisory's iShares Preferred and Income Securities ETF position peaked at $11K in Q3 2021.
1,102 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2021.

Based on Ritter Daniher Financial Advisory's 13F filing for Q4 2021, filed 9 Feb 2022.