SMG
PFF icon

Spectrum Management Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Spectrum Management Group’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
2021
Q4 		– Sell
-133
Closed -$5K – 390
2021
Q3 		$5K Buy
+133
New +$5.22K ﹤0.01% 348
2018
Q1 		– Sell
-2,060
Closed -$78K – 257
2017
Q4 		$78K Hold
2,060
– – 0.03% 106
2017
Q3 		$80K Buy
+2,060
New +$80.3K 0.03% 149
2016
Q2 		– Sell
-2,060
Closed -$80K – 185
2016
Q1 		$80K Hold
2,060
– – 0.03% 116
2015
Q4 		$80K Buy
+2,060
New +$80.2K 0.03% 93

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return