Sheaff Brock Investment Advisors’s Preferred-Plus ETF IPPP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $6.8M | Sell |
700,402
-1,447
| -0.2% | -$14.1K | 0.62% | 52 |
|
|
2024
Q4 | $7M | Buy |
701,849
+14,982
| +2% | +$149K | 0.61% | 46 |
|
|
2024
Q3 | $7.15M | Buy |
686,867
+23,113
| +3% | +$240K | 0.63% | 44 |
|
|
2024
Q2 | $6.53M | Sell |
663,754
-4,700
| -0.7% | -$46.3K | 0.61% | 43 |
|
|
2024
Q1 | $6.63M | Sell |
668,454
-2,750
| -0.4% | -$27.3K | 0.42% | 49 |
|
|
2023
Q4 | $6.41M | Sell |
671,204
-71,461
| -10% | -$682K | 0.5% | 49 |
|
|
2023
Q3 | $6.76M | Sell |
742,665
-52,502
| -7% | -$478K | 0.61% | 42 |
|
|
2023
Q2 | $7.22M | Sell |
795,167
-390
| -0% | -$3.54K | 0.61% | 36 |
|
|
2023
Q1 | $7.13M | Sell |
795,557
-23,202
| -3% | -$208K | 0.66% | 33 |
|
|
2022
Q4 | $7.24M | Sell |
818,759
-70,091
| -8% | -$620K | 0.71% | 34 |
|
|
2022
Q3 | $8.15M | Buy |
888,850
+45,688
| +5% | +$419K | 0.88% | 15 |
|
|
2022
Q2 | $8.24M | Sell |
843,162
-103
| -0% | -$1.01K | 0.69% | 21 |
|
|
2022
Q1 | $9.51M | Buy |
+843,265
| New | +$9.51M | 0.66% | 20 |
|