WIM
PFF icon

WealthPlan Investment Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

WealthPlan Investment 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
2024
Q4 		– Sell
-11,722
Closed -$390K – 274
2024
Q3 		$390K Sell
11,722
-454
-4% -$14.6K 0.04% 173
2024
Q2 		$384K Buy
12,176
+182
+2% +$5.73K 0.06% 132
2024
Q1 		$387K Buy
11,994
+129
+1% +$4.11K 0.06% 134
2023
Q4 		$370K Buy
11,865
+141
+1% +$4.21K 0.06% 140
2023
Q3 		$353K Buy
11,724
+4,363
+59% +$133K 0.06% 135
2023
Q2 		$228K Buy
7,361
+33
+0.5% +$1.01K 0.07% 124
2023
Q1 		$229K Sell
7,328
-15,417
-68% -$495K 0.04% 151
2022
Q4 		$754K Buy
22,745
+6,856
+43% +$213K 0.05% 204
2022
Q3 		$504K Buy
+15,889
New +$533K 0.04% 243
2022
Q1 		$576K Buy
+16,952
New +$623K 0.04% 232

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WealthPlan Investment Management's PFF Position: Q4 2024 in Review

WealthPlan Investment Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2024, closing a stake of 11,722 shares — an estimated $390K sold.

WealthPlan Investment Management first reported a position in PFF in Q1 2022 and held it in 10 quarters. The position peaked at $754K in Q4 2022. 1,067 funds tracked by Wall St. Rank hold PFF as of Q4 2024.

  • WealthPlan Investment Management reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2024 after selling out during the quarter.
  • WealthPlan Investment Management sold 11,722 iShares Preferred and Income Securities ETF shares in Q4 2024, an estimated $390K.
  • WealthPlan Investment Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2022 and held it in 10 quarters.
  • WealthPlan Investment Management's iShares Preferred and Income Securities ETF position peaked at $754K in Q4 2022.
  • 1,067 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2024.

Based on WealthPlan Investment Management's 13F filing for Q4 2024, filed 30 Jan 2025.