Running Point Capital Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Running Point Capital 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 Q1	–	Hold	0	–	–	–	143
2023 Q4	–	Hold	0	–	–	–	161
2023 Q3	–	Hold	0	–	–	–	149
2023 Q2	–	Hold	0	–	–	–	152
2023 Q1	–	Sell	-5,000	Closed	-$161K	–	148
2022 Q4	$153K	Hold	5,000	–	–	0.09%	115
2022 Q3	$158K	Hold	5,000	–	–	0.1%	101
2022 Q2	$164K	Hold	5,000	–	–	0.11%	99
2022 Q1	$182K	Buy	+5,000	New	+$184K	0.11%	101
2021 Q4	–	Sell	-50	Closed	-$1.94K	–	153
2021 Q3	$2K	Hold	50	–	–	﹤0.01%	158
2021 Q2	$2K	Buy	50 +1	+2%	+$39	﹤0.01%	151
2021 Q1	$2K	Buy	+49	New	+$1.86K	﹤0.01%	133

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Running Point Capital Advisors's PFF Position: Q1 2024 in Review

Running Point Capital Advisors held its iShares Preferred and Income Securities ETF (PFF) position steady in Q1 2024 at 0 shares worth $6. The position accounts for ﹤0.01% of the portfolio, ranked #143.

Running Point Capital Advisors first reported a position in PFF in Q1 2021 and has held it in 7 quarters since. The position peaked at $182K in Q1 2022. 1,045 funds tracked by Wall St. Rank hold PFF as of Q1 2024.

Running Point Capital Advisors held 0 shares of iShares Preferred and Income Securities ETF worth $6 as of Q1 2024.
Running Point Capital Advisors left its iShares Preferred and Income Securities ETF share count unchanged in Q1 2024.
iShares Preferred and Income Securities ETF made up ﹤0.01% of Running Point Capital Advisors's portfolio in Q1 2024, its #143 holding.
Running Point Capital Advisors first reported a position in iShares Preferred and Income Securities ETF in Q1 2021 and has held it in 7 quarters since.
Running Point Capital Advisors's iShares Preferred and Income Securities ETF position peaked at $182K in Q1 2022.
1,045 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2024.

Based on Running Point Capital Advisors's 13F filing for Q1 2024, filed 15 May 2024.