Toth Financial Advisory’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Toth Financial Advisory’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	-45	Closed	-$1.4K	–	763
2023 Q4	$1.4K	Hold	45	–	–	﹤0.01%	662
2023 Q3	$1.36K	Hold	45	–	–	﹤0.01%	688
2023 Q2	$1.39K	Hold	45	–	–	﹤0.01%	698
2023 Q1	$1.41K	Sell	45 -100	-69%	-$3.21K	﹤0.01%	717
2022 Q4	$4.43K	Hold	145	–	–	﹤0.01%	515
2022 Q3	$5K	Hold	145	–	–	﹤0.01%	551
2022 Q2	$5K	Hold	145	–	–	﹤0.01%	516
2022 Q1	$5K	Hold	145	–	–	﹤0.01%	545
2021 Q4	$6K	Hold	145	–	–	﹤0.01%	544
2021 Q3	$6K	Hold	145	–	–	﹤0.01%	542
2021 Q2	$6K	Hold	145	–	–	﹤0.01%	497
2021 Q1	$6K	Hold	145	–	–	﹤0.01%	505
2020 Q4	$6K	Hold	145	–	–	﹤0.01%	450
2020 Q3	$5K	Hold	145	–	–	﹤0.01%	432
2020 Q2	$5K	Hold	145	–	–	﹤0.01%	411
2020 Q1	$5K	Hold	145	–	–	﹤0.01%	331
2019 Q4	$5K	Hold	145	–	–	﹤0.01%	361
2019 Q3	$5K	Hold	145	–	–	﹤0.01%	359
2019 Q2	$5K	Hold	145	–	–	﹤0.01%	373
2019 Q1	$5K	Hold	145	–	–	﹤0.01%	352
2018 Q4	$5K	Hold	145	–	–	﹤0.01%	327
2018 Q3	$5K	Hold	145	–	–	﹤0.01%	358
2018 Q2	$5K	Hold	145	–	–	﹤0.01%	356
2018 Q1	$5K	Sell	145 -71	-33%	-$2.66K	﹤0.01%	363
2017 Q4	$8K	Buy	+216	New	+$8.29K	﹤0.01%	335

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Toth Financial Advisory's PFF Position: Q1 2024 in Review

Toth Financial Advisory sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2024, closing a stake of 45 shares — an estimated $1.4K sold.

Toth Financial Advisory first reported a position in PFF in Q4 2017 and held it in 25 quarters. The position peaked at $8K in Q4 2017. 1,045 funds tracked by Wall St. Rank hold PFF as of Q1 2024.

Toth Financial Advisory reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2024 after selling out during the quarter.
Toth Financial Advisory sold 45 iShares Preferred and Income Securities ETF shares in Q1 2024, an estimated $1.4K.
Toth Financial Advisory first reported a position in iShares Preferred and Income Securities ETF in Q4 2017 and held it in 25 quarters.
Toth Financial Advisory's iShares Preferred and Income Securities ETF position peaked at $8K in Q4 2017.
1,045 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2024.

Based on Toth Financial Advisory's 13F filing for Q1 2024, filed 16 Apr 2024.