WEPOG
PFF icon

Wealth Enhancement & Preservation of GA’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Wealth Enhancement & Preservation of GA’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
-74,756
Closed -$2.37M – 57
2022
Q3 		$2.37M Buy
74,756
+65,520
+709% +$2.2M 3.8% 4
2022
Q2 		$294K Sell
9,236
-3,850
-29% -$130K 0.31% 46
2022
Q1 		$477K Buy
13,086
+2,685
+26% +$98.7K 0.37% 45
2021
Q4 		$410K Buy
10,401
+1,188
+13% +$46.2K 0.28% 43
2021
Q3 		$358K Buy
9,213
+507
+6% +$19.9K 0.28% 45
2021
Q2 		$342K Buy
8,706
+534
+7% +$20.7K 0.25% 48
2021
Q1 		$317K Sell
8,172
-29
-0.4% -$1.1K 0.24% 48
2020
Q4 		$316K Sell
8,201
-6,954
-46% -$260K 0.27% 45
2020
Q3 		$522K Buy
15,155
+2,553
+20% +$91.9K 0.54% 44
2020
Q2 		$411K Sell
12,602
-10,717
-46% -$365K 0.51% 42
2020
Q1 		$726K Buy
+23,319
New +$836K 0.69% 15

Other funds holding PFF

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's PFF Position: Q4 2022 in Review

Wealth Enhancement & Preservation of GA sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2022, closing a stake of 74,756 shares — an estimated $2.37M sold.

Wealth Enhancement & Preservation of GA first reported a position in PFF in Q1 2020 and held it in 11 quarters. The position peaked at $2.37M in Q3 2022. 977 funds tracked by Wall St. Rank hold PFF as of Q4 2022.

  • Wealth Enhancement & Preservation of GA reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2022 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 74,756 iShares Preferred and Income Securities ETF shares in Q4 2022, an estimated $2.37M.
  • Wealth Enhancement & Preservation of GA first reported a position in iShares Preferred and Income Securities ETF in Q1 2020 and held it in 11 quarters.
  • Wealth Enhancement & Preservation of GA's iShares Preferred and Income Securities ETF position peaked at $2.37M in Q3 2022.
  • 977 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2022.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q4 2022, filed 9 Feb 2023.