Sheaff Brock Investment Advisors’s Preferred-Plus ETF IPPP Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio IPPP Stock Details IPPP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$6.8M	Sell	700,402 -1,447	-0.2%	-$14.6K	0.62%	52
2024 Q4	$7M	Buy	701,849 +14,982	+2%	+$155K	0.61%	46
2024 Q3	$7.15M	Buy	686,867 +23,113	+3%	+$235K	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%	-$27.1K	0.42%	50
2023 Q4	$6.41M	Sell	671,204 -71,461	-10%	-$654K	0.5%	50
2023 Q3	$6.76M	Sell	742,665 -52,502	-7%	-$482K	0.61%	43
2023 Q2	$7.22M	Sell	795,167 -390	-0%	-$3.51K	0.61%	37
2023 Q1	$7.13M	Sell	795,557 -23,202	-3%	-$220K	0.66%	34
2022 Q4	$7.24M	Sell	818,759 -70,091	-8%	-$643K	0.71%	35
2022 Q3	$8.15M	Buy	888,850 +45,688	+5%	+$464K	0.88%	16
2022 Q2	$8.24M	Sell	843,162 -103	-0%	-$1.07K	0.69%	22
2022 Q1	$9.51M	Buy	+843,265	New	+$9.28M	0.66%	21

Other funds holding IPPP

Novus Advisors Greenville, South Carolina $48M AUM 17.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sheaff Brock Investment Advisors's IPPP Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Preferred-Plus ETF (IPPP) stake by 0.21% in Q1 2025, selling an estimated $14.6K and leaving 700,402 shares worth $6.8M. The position accounts for 0.62% of the portfolio, ranked #52.

Sheaff Brock Investment Advisors first reported a position in IPPP in Q1 2022 and has held it in 13 quarters since. The position peaked at $9.51M in Q1 2022. 7 funds tracked by Wall St. Rank hold IPPP as of Q1 2025.

Sheaff Brock Investment Advisors held 700,402 shares of Preferred-Plus ETF worth $6.8M as of Q1 2025.
Sheaff Brock Investment Advisors sold 1,447 Preferred-Plus ETF shares in Q1 2025, an estimated $14.6K.
Preferred-Plus ETF made up 0.62% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #52 holding.
Sheaff Brock Investment Advisors first reported a position in Preferred-Plus ETF in Q1 2022 and has held it in 13 quarters since.
Sheaff Brock Investment Advisors's Preferred-Plus ETF position peaked at $9.51M in Q1 2022.
7 funds tracked by Wall St. Rank held Preferred-Plus ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.