San Luis Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
Other funds holding PFF
AB
San Luis Wealth Advisors's PFF Position: Q3 2023 in Review
San Luis Wealth Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2023, closing a stake of 16,867 shares — an estimated $522K sold.
San Luis Wealth Advisors first reported a position in PFF in Q4 2020 and held it in 5 quarters. The position peaked at $8.05M in Q1 2022. 957 funds tracked by Wall St. Rank hold PFF as of Q3 2023.
- San Luis Wealth Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2023 after selling out during the quarter.
- San Luis Wealth Advisors sold 16,867 iShares Preferred and Income Securities ETF shares in Q3 2023, an estimated $522K.
- San Luis Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and held it in 5 quarters.
- San Luis Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $8.05M in Q1 2022.
- 957 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2023.
Based on San Luis Wealth Advisors's 13F filing for Q3 2023, filed 31 Oct 2023.