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

Waterfront Wealth’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
2023
Q1 		– Sell
-16,656
Closed -$556K – 250
2022
Q4 		$556K Buy
+16,656
New +$518K 0.19% 153

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Waterfront Wealth's PFF Position: Q1 2023 in Review

Waterfront Wealth sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2023, closing a stake of 16,656 shares — an estimated $556K sold.

Waterfront Wealth first reported a position in PFF in Q4 2022 and held it in 1 quarter. The position peaked at $556K in Q4 2022. 951 funds tracked by Wall St. Rank hold PFF as of Q1 2023.

  • Waterfront Wealth reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2023 after selling out during the quarter.
  • Waterfront Wealth sold 16,656 iShares Preferred and Income Securities ETF shares in Q1 2023, an estimated $556K.
  • Waterfront Wealth first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and held it in 1 quarter.
  • Waterfront Wealth's iShares Preferred and Income Securities ETF position peaked at $556K in Q4 2022.
  • 951 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2023.

Based on Waterfront Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.