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

Strategic Capital Advisers’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 Q2	$254K	Buy	7,711 +4	+0.1%	+$135	0.21%	55
2022 Q1	$281K	Buy	7,707 +3	+0%	+$110	0.21%	51
2021 Q4	$304K	Buy	7,704 +4	+0.1%	+$155	0.22%	49
2021 Q3	$299K	Buy	+7,700	New	+$302K	0.23%	50

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

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

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

Strategic Capital Advisers's PFF Position: Q2 2022 in Review

Strategic Capital Advisers increased its iShares Preferred and Income Securities ETF (PFF) stake by 0.05% in Q2 2022, buying an estimated $135 and bringing the position to 7,711 shares worth $254K. The position accounts for 0.21% of the portfolio, ranked #55.

Strategic Capital Advisers first reported a position in PFF in Q3 2021 and has held it in 4 quarters since. The position peaked at $304K in Q4 2021. 990 funds tracked by Wall St. Rank hold PFF as of Q2 2022.

Strategic Capital Advisers held 7,711 shares of iShares Preferred and Income Securities ETF worth $254K as of Q2 2022.
Strategic Capital Advisers bought 4 iShares Preferred and Income Securities ETF shares in Q2 2022, an estimated $135.
iShares Preferred and Income Securities ETF made up 0.21% of Strategic Capital Advisers's portfolio in Q2 2022, its #55 holding.
Strategic Capital Advisers first reported a position in iShares Preferred and Income Securities ETF in Q3 2021 and has held it in 4 quarters since.
Strategic Capital Advisers's iShares Preferred and Income Securities ETF position peaked at $304K in Q4 2021.
990 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2022.

Based on Strategic Capital Advisers's 13F filing for Q2 2022, filed 18 Jul 2022.