Wells Financial Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Wells Financial Advisors’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	-397	Closed	-$13.2K	–	96
2024 Q3	$13.2K	Buy	+397	New	+$12.8K	0.02%	72
2022 Q4	–	Sell	-2,880	Closed	-$91K	–	68
2022 Q3	$91K	Hold	2,880	–	–	0.09%	46
2022 Q2	$95K	Hold	2,880	–	–	0.09%	40
2022 Q1	$105K	Hold	2,880	–	–	0.09%	41
2021 Q4	$114K	Hold	2,880	–	–	0.09%	42
2021 Q3	$112K	Hold	2,880	–	–	0.09%	41
2021 Q2	$113K	Hold	2,880	–	–	0.1%	41
2021 Q1	$111K	Hold	2,880	–	–	0.1%	42
2020 Q4	$111K	Buy	+2,880	New	+$108K	0.09%	42

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Financial Advisors's PFF Position: Q4 2024 in Review

Wells Financial Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2024, closing a stake of 397 shares — an estimated $13.2K sold.

Wells Financial Advisors first reported a position in PFF in Q4 2020 and held it in 9 quarters. The position peaked at $114K in Q4 2021. 1,067 funds tracked by Wall St. Rank hold PFF as of Q4 2024.

Wells Financial Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2024 after selling out during the quarter.
Wells Financial Advisors sold 397 iShares Preferred and Income Securities ETF shares in Q4 2024, an estimated $13.2K.
Wells Financial Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and held it in 9 quarters.
Wells Financial Advisors's iShares Preferred and Income Securities ETF position peaked at $114K in Q4 2021.
1,067 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2024.

Based on Wells Financial Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.