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

Transform Wealth’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 Q4	–	Sell	-20,593	Closed	-$621K	–	252
2023 Q3	$621K	Sell	20,593 -23,573	-53%	-$721K	0.07%	154
2023 Q2	$1.37M	Buy	44,166 +20,494	+87%	+$627K	0.12%	120
2023 Q1	$739K	Buy	+23,672	New	+$760K	0.07%	145
2021 Q4	–	Sell	-21,584	Closed	-$838K	–	230
2021 Q3	$838K	Sell	21,584 -2,109	-9%	-$82.7K	0.1%	120
2021 Q2	$932K	Sell	23,693 -820	-3%	-$31.8K	0.11%	122
2021 Q1	$941K	Buy	24,513 +1,154	+5%	+$43.8K	0.19%	101
2020 Q4	$900K	Buy	+23,359	New	+$873K	0.19%	106

Other funds holding PFF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

Transform Wealth's PFF Position: Q4 2023 in Review

Transform Wealth sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2023, closing a stake of 20,593 shares — an estimated $621K sold.

Transform Wealth first reported a position in PFF in Q4 2020 and held it in 7 quarters. The position peaked at $1.37M in Q2 2023. 1,031 funds tracked by Wall St. Rank hold PFF as of Q4 2023.

Transform Wealth reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2023 after selling out during the quarter.
Transform Wealth sold 20,593 iShares Preferred and Income Securities ETF shares in Q4 2023, an estimated $621K.
Transform Wealth first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and held it in 7 quarters.
Transform Wealth's iShares Preferred and Income Securities ETF position peaked at $1.37M in Q2 2023.
1,031 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2023.

Based on Transform Wealth's 13F filing for Q4 2023, filed 18 Jan 2024.