RiverFront Investment Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

RiverFront Investment 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
2023 Q4	–	Sell	-36,012	Closed	-$1.09M	–	124
2023 Q3	$1.09M	Sell	36,012 -842	-2%	-$25.7K	0.04%	82
2023 Q2	$1.14M	Sell	36,854 -1,324	-3%	-$40.5K	0.04%	81
2023 Q1	$1.19M	Sell	38,178 -1,728	-4%	-$55.5K	0.04%	77
2022 Q4	$1.22M	Buy	39,906 +13,767	+53%	+$428K	0.28%	65
2022 Q3	$828K	Sell	26,139 -1,751	-6%	-$58.7K	0.03%	68
2022 Q2	$917K	Sell	27,890 -644	-2%	-$21.8K	0.03%	74
2022 Q1	$1.04M	Buy	28,534 +13,752	+93%	+$506K	0.03%	76
2021 Q4	$583K	Buy	+14,782	New	+$574K	0.02%	77

Other funds holding PFF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 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

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

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

RiverFront Investment Group's PFF Position: Q4 2023 in Review

RiverFront Investment Group sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2023, closing a stake of 36,012 shares — an estimated $1.09M sold.

RiverFront Investment Group first reported a position in PFF in Q4 2021 and held it in 8 quarters. The position peaked at $1.22M in Q4 2022. 1,031 funds tracked by Wall St. Rank hold PFF as of Q4 2023.

RiverFront Investment Group reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2023 after selling out during the quarter.
RiverFront Investment Group sold 36,012 iShares Preferred and Income Securities ETF shares in Q4 2023, an estimated $1.09M.
RiverFront Investment Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and held it in 8 quarters.
RiverFront Investment Group's iShares Preferred and Income Securities ETF position peaked at $1.22M in Q4 2022.
1,031 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2023.

Based on RiverFront Investment Group's 13F filing for Q4 2023, filed 5 Feb 2024.