Titus Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Titus 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
2022 Q2	$509K	Sell	15,490 -2,644	-15%	-$89.5K	0.26%	69
2022 Q1	$660K	Sell	18,134 -1,000	-5%	-$36.8K	0.3%	58
2021 Q4	$754K	Sell	19,134 -313	-2%	-$12.2K	0.34%	51
2021 Q3	$758K	Sell	19,447 -45	-0.2%	-$1.76K	0.4%	42
2021 Q2	$767K	Sell	19,492 -1,978	-9%	-$76.6K	0.42%	39
2021 Q1	$824K	Sell	21,470 -341	-2%	-$12.9K	0.48%	34
2020 Q4	$840K	Buy	21,811 +2,123	+11%	+$79.3K	0.52%	34
2020 Q3	$718K	Buy	19,688 +1,402	+8%	+$50.5K	0.51%	39
2020 Q2	$633K	Sell	18,286 -26,552	-59%	-$905K	0.5%	41
2020 Q1	$1.43M	Buy	44,838 +23,520	+110%	+$843K	1.35%	16
2019 Q4	$801K	Buy	21,318 +962	+5%	+$35.9K	0.8%	31
2019 Q3	$764K	Buy	20,356 +261	+1%	+$9.71K	0.7%	31
2019 Q2	$741K	Sell	20,095 -603	-3%	-$22.1K	0.73%	32
2019 Q1	$757	Buy	20,698 +3,824	+23%	+$137K	0.67%	31
2018 Q4	$577	Sell	16,874 -3,232	-16%	-$114K	0.49%	31
2018 Q3	$749K	Buy	20,106 +3,432	+21%	+$129K	0.65%	29
2018 Q2	$685K	Sell	16,674 -3,310	-17%	-$123K	0.73%	25
2018 Q1	$751K	Sell	19,984 -13,073	-40%	-$491K	0.72%	25
2017 Q4	$1.27M	Buy	+33,057	New	+$1.27M	1.44%	17

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

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

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

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

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

Titus Wealth Management's PFF Position: Q2 2022 in Review

Titus Wealth Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 15% in Q2 2022, selling an estimated $89.5K and leaving 15,490 shares worth $509K. The position accounts for 0.26% of the portfolio, ranked #69.

Titus Wealth Management first reported a position in PFF in Q4 2017 and has held it in 19 quarters since. The position peaked at $1.43M in Q1 2020. 990 funds tracked by Wall St. Rank hold PFF as of Q2 2022.

Titus Wealth Management held 15,490 shares of iShares Preferred and Income Securities ETF worth $509K as of Q2 2022.
Titus Wealth Management sold 2,644 iShares Preferred and Income Securities ETF shares in Q2 2022, an estimated $89.5K.
iShares Preferred and Income Securities ETF made up 0.26% of Titus Wealth Management's portfolio in Q2 2022, its #69 holding.
Titus Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2017 and has held it in 19 quarters since.
Titus Wealth Management's iShares Preferred and Income Securities ETF position peaked at $1.43M in Q1 2020.
990 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.