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

SteelPeak Wealth’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
Q3 		– Sell
-10,315
Closed -$325K – 588
2024
Q2 		$325K Sell
10,315
-823
-7% -$25.9K 0.02% 370
2024
Q1 		$359K Sell
11,138
-179
-2% -$5.71K 0.02% 341
2023
Q4 		$353K Buy
+11,317
New +$338K 0.02% 321

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SteelPeak Wealth's PFF Position: Q3 2024 in Review

SteelPeak Wealth sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2024, closing a stake of 10,315 shares — an estimated $325K sold.

SteelPeak Wealth first reported a position in PFF in Q4 2023 and held it in 3 quarters. The position peaked at $359K in Q1 2024. 1,018 funds tracked by Wall St. Rank hold PFF as of Q3 2024.

  • SteelPeak Wealth reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2024 after selling out during the quarter.
  • SteelPeak Wealth sold 10,315 iShares Preferred and Income Securities ETF shares in Q3 2024, an estimated $325K.
  • SteelPeak Wealth first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and held it in 3 quarters.
  • SteelPeak Wealth's iShares Preferred and Income Securities ETF position peaked at $359K in Q1 2024.
  • 1,018 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2024.

Based on SteelPeak Wealth's 13F filing for Q3 2024, filed 25 Oct 2024.