Slow Capital’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Slow Capital’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 Q4	–	Sell	-6,523	Closed	-$217K	–	124
2024 Q3	$217K	Sell	6,523 -803	-11%	-$25.8K	0.03%	121
2024 Q2	$231K	Sell	7,326 -3,650	-33%	-$115K	0.04%	118
2024 Q1	$354K	Buy	10,976 +3,144	+40%	+$100K	0.06%	114
2023 Q4	$244K	Buy	7,832 +933	+14%	+$27.9K	0.04%	116
2023 Q3	$208K	Sell	6,899 -2,254	-25%	-$68.9K	0.04%	121
2023 Q2	$283K	Sell	9,153 -3,321	-27%	-$102K	0.05%	123
2023 Q1	$389K	Sell	12,474 -480	-4%	-$15.4K	0.07%	121
2022 Q4	$395K	Sell	12,954 -650	-5%	-$20.2K	0.09%	127
2022 Q3	$431K	Buy	13,604 +3,016	+28%	+$101K	0.09%	129
2022 Q2	$348K	Sell	10,588 -772	-7%	-$26.1K	0.08%	125
2022 Q1	$414K	Sell	11,360 -45,505	-80%	-$1.67M	0.08%	131
2021 Q4	$2.24M	Sell	56,865 -856	-1%	-$33.3K	0.38%	92
2021 Q3	$2.24M	Sell	57,721 -399	-0.7%	-$15.7K	0.41%	88
2021 Q2	$2.29M	Buy	58,120 +2,096	+4%	+$81.2K	0.43%	88
2021 Q1	$2.15M	Buy	56,024 +6,744	+14%	+$256K	0.47%	82
2020 Q4	$1.9M	Sell	49,280 -1,547	-3%	-$57.8K	0.45%	84
2020 Q3	$1.85M	Buy	50,827 +6,060	+14%	+$218K	0.5%	72
2020 Q2	$1.55M	Sell	44,767 -1,082	-2%	-$36.9K	0.46%	81
2020 Q1	$1.46M	Buy	45,849 +14,223	+45%	+$510K	0.55%	67
2019 Q4	$1.19M	Buy	31,626 +9,811	+45%	+$366K	0.37%	94
2019 Q3	$819K	Buy	21,815 +226	+1%	+$8.41K	0.29%	112
2019 Q2	$796K	Sell	21,589 -1,921	-8%	-$70.4K	0.33%	94
2019 Q1	$859K	Sell	23,510 -32,331	-58%	-$1.16M	0.34%	97
2018 Q4	$1.91M	Buy	55,841 +12,191	+28%	+$432K	0.92%	40
2018 Q3	$1.62M	Sell	43,650 -945	-2%	-$35.5K	0.72%	60
2018 Q2	$1.68M	Buy	44,595 +321	+0.7%	+$12K	0.85%	51
2018 Q1	$1.66M	Buy	44,274 +6,302	+17%	+$236K	0.75%	57
2017 Q4	$1.45M	Buy	+37,972	New	+$1.46M	0.75%	54

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Slow Capital's PFF Position: Q4 2024 in Review

Slow Capital sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2024, closing a stake of 6,523 shares — an estimated $217K sold.

Slow Capital first reported a position in PFF in Q4 2017 and held it in 28 quarters. The position peaked at $2.29M in Q2 2021. 1,067 funds tracked by Wall St. Rank hold PFF as of Q4 2024.

Slow Capital reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2024 after selling out during the quarter.
Slow Capital sold 6,523 iShares Preferred and Income Securities ETF shares in Q4 2024, an estimated $217K.
Slow Capital first reported a position in iShares Preferred and Income Securities ETF in Q4 2017 and held it in 28 quarters.
Slow Capital's iShares Preferred and Income Securities ETF position peaked at $2.29M in Q2 2021.
1,067 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2024.

Based on Slow Capital's 13F filing for Q4 2024, filed 22 Jan 2025.