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Wealthspire Advisors (Maryland)’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		– Sell
-12,792
Closed -$443K – 531
2020
Q2 		$443K Sell
12,792
-529
-4% -$18K 0.03% 280
2020
Q1 		$424K Buy
+13,321
New +$478K 0.04% 256
2019
Q2 		– Sell
-224
Closed -$8K – 1572
2019
Q1 		$8K Sell
224
-1,909
-89% -$68.6K ﹤0.01% 1634
2018
Q4 		$73K Sell
2,133
-2,888
-58% -$102K 0.01% 713
2018
Q3 		$186K Buy
5,021
+8
+0.2% +$300 0.02% 483
2018
Q2 		$189K Sell
5,013
-142
-3% -$5.29K 0.02% 484
2018
Q1 		$194K Sell
5,155
-2,245
-30% -$84.2K 0.02% 482
2017
Q4 		$282K Sell
7,400
-1,206
-14% -$46.3K 0.03% 384
2017
Q3 		$334K Sell
8,606
-192
-2% -$7.48K 0.04% 335
2017
Q2 		$345K Buy
8,798
+567
+7% +$22.1K 0.04% 315
2017
Q1 		$319K Buy
8,231
+1,900
+30% +$72.6K 0.05% 277
2016
Q4 		$236K Sell
6,331
-1,283
-17% -$48.8K 0.04% 325
2016
Q3 		$301K Hold
7,614
– – 0.05% 275
2016
Q2 		$304K Buy
7,614
+1
+0% +$39 0.05% 249
2016
Q1 		$297K Buy
7,613
+986
+15% +$37.7K 0.05% 258
2015
Q4 		$257K Buy
+6,627
New +$258K 0.05% 290

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PFF Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2020, closing a stake of 12,792 shares — an estimated $443K sold.

Wealthspire Advisors (Maryland) first reported a position in PFF in Q4 2015 and held it in 16 quarters. The position peaked at $443K in Q2 2020. 815 funds tracked by Wall St. Rank hold PFF as of Q3 2020.

  • Wealthspire Advisors (Maryland) reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 12,792 iShares Preferred and Income Securities ETF shares in Q3 2020, an estimated $443K.
  • Wealthspire Advisors (Maryland) first reported a position in iShares Preferred and Income Securities ETF in Q4 2015 and held it in 16 quarters.
  • Wealthspire Advisors (Maryland)'s iShares Preferred and Income Securities ETF position peaked at $443K in Q2 2020.
  • 815 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.