Southern Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-8,623
Closed -$314K 57
2022
Q1
$314K Sell
8,623
-515
-6% -$18.9K 0.1% 52
2021
Q4
$360K Sell
9,138
-952
-9% -$37K 0.14% 46
2021
Q3
$392K Hold
10,090
0.12% 49
2021
Q2
$398K Buy
10,090
+1,125
+13% +$43.6K 0.11% 50
2021
Q1
$344K Buy
8,965
+309
+4% +$11.7K 0.11% 50
2020
Q4
$333K Buy
+8,656
New +$323K 0.13% 50

Other funds holding PFF

Southern Wealth Management's PFF Position: Q2 2022 in Review

Southern Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2022, closing a stake of 8,623 shares — an estimated $314K sold.

Southern Wealth Management first reported a position in PFF in Q4 2020 and held it in 6 quarters. The position peaked at $398K in Q2 2021. 990 funds tracked by Wall St. Rank hold PFF as of Q2 2022.

  • Southern Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2022 after selling out during the quarter.
  • Southern Wealth Management sold 8,623 iShares Preferred and Income Securities ETF shares in Q2 2022, an estimated $314K.
  • Southern Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and held it in 6 quarters.
  • Southern Wealth Management's iShares Preferred and Income Securities ETF position peaked at $398K in Q2 2021.
  • 990 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2022.

Based on Southern Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.