Silver Lake Advisory’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Silver Lake 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
2022 Q4	–	Sell	-28,335	Closed	-$897K	–	82
2022 Q3	$897K	Sell	28,335 -1,683	-6%	-$56.4K	0.52%	55
2022 Q2	$987K	Buy	30,018 +24	+0.1%	+$812	0.54%	54
2022 Q1	$1.09M	Sell	29,994 -316	-1%	-$11.6K	0.52%	56
2021 Q4	$1.2M	Buy	30,310 +580	+2%	+$22.5K	0.55%	54
2021 Q3	$1.15M	Buy	29,730 +173	+0.6%	+$6.79K	0.57%	52
2021 Q2	$1.16M	Sell	29,557 -1,354	-4%	-$52.4K	0.56%	53
2021 Q1	$1.19M	Sell	30,911 -34,181	-53%	-$1.3M	0.6%	53
2020 Q4	$2.51M	Buy	65,092 +4,446	+7%	+$166K	1.37%	33
2020 Q3	$2.21M	Buy	60,646 +8,771	+17%	+$316K	1.36%	32
2020 Q2	$1.8M	Buy	51,875 +33,111	+176%	+$1.13M	1.15%	40
2020 Q1	$597K	Buy	+18,764	New	+$673K	0.44%	58

Other funds holding PFF

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Silver Lake Advisory's PFF Position: Q4 2022 in Review

Silver Lake Advisory sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2022, closing a stake of 28,335 shares — an estimated $897K sold.

Silver Lake Advisory first reported a position in PFF in Q1 2020 and held it in 11 quarters. The position peaked at $2.51M in Q4 2020. 977 funds tracked by Wall St. Rank hold PFF as of Q4 2022.

Silver Lake Advisory reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2022 after selling out during the quarter.
Silver Lake Advisory sold 28,335 iShares Preferred and Income Securities ETF shares in Q4 2022, an estimated $897K.
Silver Lake Advisory first reported a position in iShares Preferred and Income Securities ETF in Q1 2020 and held it in 11 quarters.
Silver Lake Advisory's iShares Preferred and Income Securities ETF position peaked at $2.51M in Q4 2020.
977 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2022.

Based on Silver Lake Advisory's 13F filing for Q4 2022, filed 30 Jan 2023.