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

Twelve Points 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
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

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 $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return