Wealthcare Capital Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Wealthcare Capital Management’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
2021 Q2	–	Sell	-770	Closed	-$30K	–	506
2021 Q1	$30K	Buy	+770	New	+$29.2K	﹤0.01%	185
2020 Q2	–	Sell	-465	Closed	-$15K	–	192
2020 Q1	$15K	Hold	465	–	–	﹤0.01%	144
2019 Q4	$17K	Hold	465	–	–	﹤0.01%	157
2019 Q3	$17K	Hold	465	–	–	﹤0.01%	144
2019 Q2	$17K	Hold	465	–	–	﹤0.01%	136
2019 Q1	$17K	Hold	465	–	–	﹤0.01%	145
2018 Q4	$16K	Hold	465	–	–	﹤0.01%	144
2018 Q3	$17K	Hold	465	–	–	﹤0.01%	146
2018 Q2	$18K	Hold	465	–	–	﹤0.01%	135
2018 Q1	$17K	Hold	465	–	–	﹤0.01%	126
2017 Q4	$18K	Hold	465	–	–	﹤0.01%	120
2017 Q3	$18K	Buy	+465	New	+$18.1K	﹤0.01%	116
2015 Q2	–	Sell	-3,918	Closed	-$157K	–	737
2015 Q1	$157K	Buy	+3,918	New	+$156K	0.02%	115

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthcare Capital Management's PFF Position: Q2 2021 in Review

Wealthcare Capital Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2021, closing a stake of 770 shares — an estimated $30K sold.

Wealthcare Capital Management first reported a position in PFF in Q1 2015 and held it in 13 quarters. The position peaked at $157K in Q1 2015. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2021.

Wealthcare Capital Management reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 770 iShares Preferred and Income Securities ETF shares in Q2 2021, an estimated $30K.
Wealthcare Capital Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2015 and held it in 13 quarters.
Wealthcare Capital Management's iShares Preferred and Income Securities ETF position peaked at $157K in Q1 2015.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.