SPFA
PFF icon

Summit Place Financial Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Summit Place Financial Advisors’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
Q1 		– Sell
-7,200
Closed -$225K – 93
2023
Q4 		$225K Sell
7,200
-1,050
-13% -$31.4K 0.15% 85
2023
Q3 		$249K Sell
8,250
-500
-6% -$15.3K 0.18% 84
2023
Q2 		$271K Sell
8,750
-2,025
-19% -$62K 0.18% 84
2023
Q1 		$336K Buy
10,775
+600
+6% +$19.3K 0.24% 79
2022
Q4 		$311K Sell
10,175
-1,725
-14% -$53.7K 0.26% 73
2022
Q3 		$377K Sell
11,900
-1,950
-14% -$65.4K 0.35% 71
2022
Q2 		$455K Buy
13,850
+1,150
+9% +$38.9K 0.38% 76
2022
Q1 		$463K Buy
12,700
+550
+5% +$20.2K 0.31% 80
2021
Q4 		$479K Buy
12,150
+2,275
+23% +$88.4K 0.33% 77
2021
Q3 		$383K Buy
9,875
+2,225
+29% +$87.3K 0.28% 83
2021
Q2 		$301K Buy
7,650
+1,400
+22% +$54.2K 0.22% 89
2021
Q1 		$240K Buy
+6,250
New +$237K 0.19% 96

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Summit Place Financial Advisors's PFF Position: Q1 2024 in Review

Summit Place Financial Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2024, closing a stake of 7,200 shares — an estimated $225K sold.

Summit Place Financial Advisors first reported a position in PFF in Q1 2021 and held it in 12 quarters. The position peaked at $479K in Q4 2021. 1,045 funds tracked by Wall St. Rank hold PFF as of Q1 2024.

  • Summit Place Financial Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2024 after selling out during the quarter.
  • Summit Place Financial Advisors sold 7,200 iShares Preferred and Income Securities ETF shares in Q1 2024, an estimated $225K.
  • Summit Place Financial Advisors first reported a position in iShares Preferred and Income Securities ETF in Q1 2021 and held it in 12 quarters.
  • Summit Place Financial Advisors's iShares Preferred and Income Securities ETF position peaked at $479K in Q4 2021.
  • 1,045 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2024.

Based on Summit Place Financial Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.