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

Royal Capital Wealth Management’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
Q2 		– Sell
-25,239
Closed -$919K – 101
2022
Q1 		$919K Buy
25,239
+19
+0.1% +$699 0.9% 31
2021
Q4 		$994K Buy
+25,220
New +$980K 0.96% 31

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Royal Capital Wealth Management's PFF Position: Q2 2022 in Review

Royal Capital Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2022, closing a stake of 25,239 shares — an estimated $919K sold.

Royal Capital Wealth Management first reported a position in PFF in Q4 2021 and held it in 2 quarters. The position peaked at $994K in Q4 2021. 990 funds tracked by Wall St. Rank hold PFF as of Q2 2022.

  • Royal Capital Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2022 after selling out during the quarter.
  • Royal Capital Wealth Management sold 25,239 iShares Preferred and Income Securities ETF shares in Q2 2022, an estimated $919K.
  • Royal Capital Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and held it in 2 quarters.
  • Royal Capital Wealth Management's iShares Preferred and Income Securities ETF position peaked at $994K in Q4 2021.
  • 990 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2022.

Based on Royal Capital Wealth Management's 13F filing for Q2 2022, filed 16 Aug 2022.