Wagner Wealth Management (South Carolina)’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Wagner Wealth Management (South Carolina)’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 Q4	–	Sell	-2,000	Closed	-$63K	–	582
2022 Q3	$63K	Hold	2,000	–	–	0.05%	183
2022 Q2	$66K	Sell	2,000 -4,072	-67%	-$138K	0.05%	176
2022 Q1	$222K	Buy	6,072 +2,142	+55%	+$78.8K	0.16%	119
2021 Q4	$155K	Buy	+3,930	New	+$153K	0.12%	138
2018 Q3	$324K	Sell	8,739 -50	-0.6%	-$1.88K	0.22%	91
2018 Q2	$331K	Sell	8,789 -2,087	-19%	-$77.7K	0.24%	85
2018 Q1	$408K	Sell	10,876 -80	-0.7%	-$3K	0.31%	77
2017 Q4	$418K	Buy	+10,956	New	+$421K	0.31%	75

Other funds holding PFF

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

Wagner Wealth Management (South Carolina)'s PFF Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2022, closing a stake of 2,000 shares — an estimated $63K sold.

Wagner Wealth Management (South Carolina) first reported a position in PFF in Q4 2017 and held it in 8 quarters. The position peaked at $418K in Q4 2017. 977 funds tracked by Wall St. Rank hold PFF as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 2,000 iShares Preferred and Income Securities ETF shares in Q4 2022, an estimated $63K.
Wagner Wealth Management (South Carolina) first reported a position in iShares Preferred and Income Securities ETF in Q4 2017 and held it in 8 quarters.
Wagner Wealth Management (South Carolina)'s iShares Preferred and Income Securities ETF position peaked at $418K in Q4 2017.
977 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.