Taylor & Morgan Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Taylor & Morgan Wealth Management’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	–	Sell	-6,516	Closed	-$202K	–	62
2023 Q2	$202K	Sell	6,516 -89	-1%	-$2.72K	0.17%	62
2023 Q1	$206K	Buy	6,605 +2	+0%	+$64	0.18%	61
2022 Q4	$202K	Sell	6,603 -210	-3%	-$6.53K	0.19%	60
2022 Q3	$216K	Sell	6,813 -1,928	-22%	-$64.6K	0.22%	59
2022 Q2	$287K	Sell	8,741 -496	-5%	-$16.8K	0.27%	53
2022 Q1	$336K	Buy	9,237 +4	+0%	+$147	0.27%	50
2021 Q4	$364K	Buy	+9,233	New	+$359K	0.29%	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

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 $43.6M AUM 1.15% 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

Taylor & Morgan Wealth Management's PFF Position: Q3 2023 in Review

Taylor & Morgan Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2023, closing a stake of 6,516 shares — an estimated $202K sold.

Taylor & Morgan Wealth Management first reported a position in PFF in Q4 2021 and held it in 7 quarters. The position peaked at $364K in Q4 2021. 957 funds tracked by Wall St. Rank hold PFF as of Q3 2023.

Taylor & Morgan Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2023 after selling out during the quarter.
Taylor & Morgan Wealth Management sold 6,516 iShares Preferred and Income Securities ETF shares in Q3 2023, an estimated $202K.
Taylor & Morgan Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and held it in 7 quarters.
Taylor & Morgan Wealth Management's iShares Preferred and Income Securities ETF position peaked at $364K in Q4 2021.
957 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2023.

Based on Taylor & Morgan Wealth Management's 13F filing for Q3 2023, filed 5 Oct 2023.