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RPG Investment Advisory’s iShares Preferred and Income Securities ETF PFF Stock Holding History

RPG Investment 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
-150
Closed -$6K – 260
2021
Q3 		$6K Hold
150
– – ﹤0.01% 251
2021
Q2 		$6K Hold
150
– – ﹤0.01% 259
2021
Q1 		$6K Buy
+150
New +$5.69K ﹤0.01% 266

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RPG Investment Advisory's PFF Position: Q4 2021 in Review

RPG Investment Advisory sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2021, closing a stake of 150 shares — an estimated $6K sold.

RPG Investment Advisory first reported a position in PFF in Q1 2021 and held it in 3 quarters. The position peaked at $6K in Q3 2021. 1,102 funds tracked by Wall St. Rank hold PFF as of Q4 2021.

  • RPG Investment Advisory reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2021 after selling out during the quarter.
  • RPG Investment Advisory sold 150 iShares Preferred and Income Securities ETF shares in Q4 2021, an estimated $6K.
  • RPG Investment Advisory first reported a position in iShares Preferred and Income Securities ETF in Q1 2021 and held it in 3 quarters.
  • RPG Investment Advisory's iShares Preferred and Income Securities ETF position peaked at $6K in Q3 2021.
  • 1,102 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2021.

Based on RPG Investment Advisory's 13F filing for Q4 2021, filed 28 Jan 2022.