Wealth Enhancement Advisory Services’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33M | Buy |
1,063,229
+11,694
| +1% | +$363K | 0.05% | 304 |
|
|
2025
Q1 | $32.3M | Buy |
1,051,535
+30,603
| +3% | +$940K | 0.06% | 289 |
|
|
2024
Q4 | $32.1M | Buy |
1,020,932
+13,332
| +1% | +$419K | 0.06% | 285 |
|
|
2024
Q3 | $33.5M | Buy |
1,007,600
+7,070
| +0.7% | +$235K | 0.07% | 259 |
|
|
2024
Q2 | $31.6M | Sell |
1,000,530
-26,559
| -3% | -$838K | 0.08% | 250 |
|
|
2024
Q1 | $33.1M | Buy |
1,027,089
+19,006
| +2% | +$613K | 0.09% | 231 |
|
|
2023
Q4 | $31.4M | Sell |
1,008,083
-25,596
| -2% | -$798K | 0.09% | 210 |
|
|
2023
Q3 | $31.2M | Buy |
+1,033,679
| New | +$31.2M | 0.1% | 204 |
|
|
2023
Q2 | – | Sell |
-115,665
| Closed | -$3.61M | – | 560 |
|
|
2023
Q1 | $3.61M | Sell |
115,665
-6,432
| -5% | -$201K | 0.04% | 159 |
|
|
2022
Q4 | $4.08M | Buy |
122,097
+18,392
| +18% | +$614K | 0.05% | 134 |
|
|
2022
Q3 | $3.25M | Sell |
103,705
-96,428
| -48% | -$3.02M | 0.05% | 144 |
|
|
2022
Q2 | $6.66M | Sell |
200,133
-116,022
| -37% | -$3.86M | 0.09% | 107 |
|
|
2022
Q1 | $11.5M | Buy |
316,155
+305,436
| +2,849% | +$11.1M | 0.15% | 75 |
|
|
2021
Q4 | $402K | Buy |
+10,719
| New | +$402K | 0.01% | 258 |
|