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Summa Corp’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Summa Corp’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
-15,600
Closed -$518K – 66
2024
Q3 		$518K Hold
15,600
– – 0.25% 36
2024
Q2 		$492K Hold
15,600
– – 0.24% 37
2024
Q1 		$503K Hold
15,600
– – 0.27% 34
2023
Q4 		$487K Buy
+15,600
New +$466K 0.34% 37

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Summa Corp's PFF Position: Q4 2024 in Review

Summa Corp sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2024, closing a stake of 15,600 shares — an estimated $518K sold.

Summa Corp first reported a position in PFF in Q4 2023 and held it in 4 quarters. The position peaked at $518K in Q3 2024. 1,067 funds tracked by Wall St. Rank hold PFF as of Q4 2024.

  • Summa Corp reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2024 after selling out during the quarter.
  • Summa Corp sold 15,600 iShares Preferred and Income Securities ETF shares in Q4 2024, an estimated $518K.
  • Summa Corp first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and held it in 4 quarters.
  • Summa Corp's iShares Preferred and Income Securities ETF position peaked at $518K in Q3 2024.
  • 1,067 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2024.

Based on Summa Corp's 13F filing for Q4 2024, filed 23 Jan 2025.