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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-11,234
Closed -$353K 184
2024
Q4
$353K Sell
11,234
-3,146
-22% -$103K 0.1% 137
2024
Q3
$478K Sell
14,380
-512
-3% -$16.5K 0.15% 122
2024
Q2
$470K Buy
14,892
+29
+0.2% +$913 0.17% 121
2024
Q1
$479K Sell
14,863
-1,212
-8% -$38.6K 0.18% 115
2023
Q4
$501K Sell
16,075
-2,326
-13% -$69.5K 0.24% 112
2023
Q3
$555K Sell
18,401
-6,326
-26% -$193K 0.28% 101
2023
Q2
$765K Sell
24,727
-8,383
-25% -$257K 0.41% 72
2023
Q1
$1.03M Sell
33,110
-2,645
-7% -$84.9K 0.59% 52
2022
Q4
$1.09M Buy
+35,755
New +$1.11M 0.74% 36

Other funds holding PFF

Twelve Points Wealth Management's PFF Position: Q1 2025 in Review

Twelve Points Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2025, closing a stake of 11,234 shares — an estimated $353K sold.

Twelve Points Wealth Management first reported a position in PFF in Q4 2022 and held it in 9 quarters. The position peaked at $1.09M in Q4 2022. 1,025 funds tracked by Wall St. Rank hold PFF as of Q1 2025.

  • Twelve Points Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2025 after selling out during the quarter.
  • Twelve Points Wealth Management sold 11,234 iShares Preferred and Income Securities ETF shares in Q1 2025, an estimated $353K.
  • Twelve Points Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and held it in 9 quarters.
  • Twelve Points Wealth Management's iShares Preferred and Income Securities ETF position peaked at $1.09M in Q4 2022.
  • 1,025 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2025.

Based on Twelve Points Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.