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

Sutton Wealth 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
2023 Q3	$27.8K	Hold	922	–	–	0.01%	311
2023 Q2	$28.5K	Buy	922 +511	+124%	+$15.6K	0.01%	299
2023 Q1	$12.8K	Hold	411	–	–	0.01%	376
2022 Q4	$12.5K	Hold	411	–	–	﹤0.01%	859
2022 Q3	$13K	Hold	411	–	–	0.01%	812
2022 Q2	$13.5K	Hold	411	–	–	0.01%	803
2022 Q1	$15K	Hold	411	–	–	0.01%	812
2021 Q4	$16.2K	Sell	411 -260	-39%	-$10.1K	0.01%	773
2021 Q3	$26K	Hold	671	–	–	0.01%	614
2021 Q2	$26.4K	Hold	671	–	–	0.01%	619
2021 Q1	$25.8K	Hold	671	–	–	0.01%	597
2020 Q4	$25.8K	Hold	671	–	–	0.01%	540
2020 Q3	$24.5K	Hold	671	–	–	0.01%	484
2020 Q2	$23.2K	Hold	671	–	–	0.01%	492
2020 Q1	$21.4K	Hold	671	–	–	0.01%	457
2019 Q4	$25.2K	Hold	671	–	–	0.01%	512
2019 Q3	$25.2K	Buy	+671	New	+$25K	0.01%	501
2018 Q2	–	Sell	-265	Closed	-$9.95K	–	1154
2018 Q1	$9.95K	Hold	265	–	–	0.01%	808
2017 Q4	$10.1K	Sell	265 -882	-77%	-$33.9K	0.01%	774
2017 Q3	$44.5K	Hold	1,147	–	–	0.03%	298
2017 Q2	$44.9K	Hold	1,147	–	–	0.04%	281
2017 Q1	$44.4K	Hold	1,147	–	–	0.04%	285
2016 Q4	$42.7K	Sell	1,147 -1,586	-58%	-$60.3K	0.04%	290
2016 Q3	$108K	Buy	2,733 +635	+30%	+$25.3K	0.1%	170
2016 Q2	$83.7K	Sell	2,098 -1,506	-42%	-$59K	0.08%	193
2016 Q1	$141K	Buy	+3,604	New	+$138K	0.13%	136

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Sutton Wealth Advisors's PFF Position: Q3 2023 in Review

Sutton Wealth Advisors held its iShares Preferred and Income Securities ETF (PFF) position steady in Q3 2023 at 922 shares worth $27.8K. The position accounts for 0.01% of the portfolio, ranked #311.

Sutton Wealth Advisors first reported a position in PFF in Q1 2016 and has held it in 26 quarters since. The position peaked at $141K in Q1 2016. 957 funds tracked by Wall St. Rank hold PFF as of Q3 2023.

Sutton Wealth Advisors held 922 shares of iShares Preferred and Income Securities ETF worth $27.8K as of Q3 2023.
Sutton Wealth Advisors left its iShares Preferred and Income Securities ETF share count unchanged in Q3 2023.
iShares Preferred and Income Securities ETF made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #311 holding.
Sutton Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q1 2016 and has held it in 26 quarters since.
Sutton Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $141K in Q1 2016.
957 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.