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

Univest Financial’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
2022 Q3	–	Sell	-9,814	Closed	-$323K	–	106
2022 Q2	$323K	Hold	9,814	–	–	0.11%	75
2022 Q1	$358K	Hold	9,814	–	–	0.1%	80
2021 Q4	$387K	Hold	9,814	–	–	0.1%	78
2021 Q3	$381K	Hold	9,814	–	–	0.11%	74
2021 Q2	$386K	Hold	9,814	–	–	0.11%	76
2021 Q1	$377K	Hold	9,814	–	–	0.11%	77
2020 Q4	$378K	Hold	9,814	–	–	0.11%	75
2020 Q3	$358K	Hold	9,814	–	–	0.11%	76
2020 Q2	$340K	Hold	9,814	–	–	0.11%	79
2020 Q1	$313K	Sell	9,814 -2,410	-20%	-$86.4K	0.12%	85
2019 Q4	$455K	Buy	12,224 +1,410	+13%	+$52.6K	0.19%	71
2019 Q3	$406K	Hold	10,814	–	–	0.13%	82
2019 Q2	$398K	Hold	10,814	–	–	0.13%	86
2019 Q1	$395K	Sell	10,814 -200	-2%	-$7.19K	0.13%	87
2018 Q4	$377K	Hold	11,014	–	–	0.14%	88
2018 Q3	$409K	Hold	11,014	–	–	0.12%	81
2018 Q2	$415K	Hold	11,014	–	–	0.17%	74
2018 Q1	$414K	Hold	11,014	–	–	0.18%	68
2017 Q4	$419K	Hold	11,014	–	–	0.17%	72
2017 Q3	$427K	Hold	11,014	–	–	0.18%	72
2017 Q2	$431K	Hold	11,014	–	–	0.18%	72
2017 Q1	$426K	Sell	11,014 -1,210	-10%	-$46.3K	0.19%	72
2016 Q4	$455K	Hold	12,224	–	–	0.19%	71
2016 Q3	$483K	Sell	12,224 -491	-4%	-$19.6K	0.22%	63
2016 Q2	$507K	Buy	12,715 +1,010	+9%	+$39.6K	0.23%	63
2016 Q1	$457K	Hold	11,705	–	–	0.21%	63
2015 Q4	$455K	Buy	+11,705	New	+$456K	0.21%	66

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Univest Financial's PFF Position: Q3 2022 in Review

Univest Financial sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2022, closing a stake of 9,814 shares — an estimated $323K sold.

Univest Financial first reported a position in PFF in Q4 2015 and held it in 27 quarters. The position peaked at $507K in Q2 2016. 950 funds tracked by Wall St. Rank hold PFF as of Q3 2022.

Univest Financial reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2022 after selling out during the quarter.
Univest Financial sold 9,814 iShares Preferred and Income Securities ETF shares in Q3 2022, an estimated $323K.
Univest Financial first reported a position in iShares Preferred and Income Securities ETF in Q4 2015 and held it in 27 quarters.
Univest Financial's iShares Preferred and Income Securities ETF position peaked at $507K in Q2 2016.
950 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2022.

Based on Univest Financial's 13F filing for Q3 2022, filed 4 Nov 2022.