Summit Asset 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
-6,297
Closed -$229K 161
2022
Q1
$229K Buy
+6,297
New +$232K 0.07% 152

Other funds holding PFF

Summit Asset Management's PFF Position: Q2 2022 in Review

Summit Asset Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2022, closing a stake of 6,297 shares — an estimated $229K sold.

Summit Asset Management first reported a position in PFF in Q1 2022 and held it in 1 quarter. The position peaked at $229K in Q1 2022. 990 funds tracked by Wall St. Rank hold PFF as of Q2 2022.

  • Summit Asset Management reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2022 after selling out during the quarter.
  • Summit Asset Management sold 6,297 iShares Preferred and Income Securities ETF shares in Q2 2022, an estimated $229K.
  • Summit Asset Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2022 and held it in 1 quarter.
  • Summit Asset Management's iShares Preferred and Income Securities ETF position peaked at $229K in Q1 2022.
  • 990 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2022.

Based on Summit Asset Management's 13F filing for Q2 2022, filed 10 Aug 2022.