TWP
PFF icon

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

Triad Wealth Partners’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
Q3 		– Sell
-627
Closed -$19.8K – 660
2024
Q2 		$19.8K Buy
+627
New +$19.7K 0.01% 350

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Triad Wealth Partners's PFF Position: Q3 2024 in Review

Triad Wealth Partners sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2024, closing a stake of 627 shares — an estimated $19.8K sold.

Triad Wealth Partners first reported a position in PFF in Q2 2024 and held it in 1 quarter. The position peaked at $19.8K in Q2 2024. 1,018 funds tracked by Wall St. Rank hold PFF as of Q3 2024.

  • Triad Wealth Partners reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 627 iShares Preferred and Income Securities ETF shares in Q3 2024, an estimated $19.8K.
  • Triad Wealth Partners first reported a position in iShares Preferred and Income Securities ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's iShares Preferred and Income Securities ETF position peaked at $19.8K in Q2 2024.
  • 1,018 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.