West Michigan Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

West Michigan 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 Q2	–	Sell	-8,886	Closed	-$286K	–	190
2024 Q1	$286K	Sell	8,886 -341	-4%	-$10.9K	0.09%	137
2023 Q4	$288K	Buy	9,227 +27	+0.3%	+$807	0.11%	117
2023 Q3	$277K	Sell	9,200 -86	-0.9%	-$2.63K	0.15%	110
2023 Q2	$287K	Buy	9,286 +129	+1%	+$3.95K	0.11%	153
2023 Q1	$286K	Buy	9,157 +28	+0.3%	+$899	0.16%	104
2022 Q4	$279K	Sell	9,129 -194	-2%	-$6.04K	0.2%	83
2022 Q3	$296K	Buy	9,323 +1,460	+19%	+$48.9K	0.26%	73
2022 Q2	$259K	Buy	7,863 +128	+2%	+$4.33K	0.22%	86
2022 Q1	$282K	Sell	7,735 -28	-0.4%	-$1.03K	0.19%	96
2021 Q4	$306K	Buy	+7,763	New	+$302K	0.23%	87

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

West Michigan Advisors's PFF Position: Q2 2024 in Review

West Michigan Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2024, closing a stake of 8,886 shares — an estimated $286K sold.

West Michigan Advisors first reported a position in PFF in Q4 2021 and held it in 10 quarters. The position peaked at $306K in Q4 2021. 1,006 funds tracked by Wall St. Rank hold PFF as of Q2 2024.

West Michigan Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2024 after selling out during the quarter.
West Michigan Advisors sold 8,886 iShares Preferred and Income Securities ETF shares in Q2 2024, an estimated $286K.
West Michigan Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and held it in 10 quarters.
West Michigan Advisors's iShares Preferred and Income Securities ETF position peaked at $306K in Q4 2021.
1,006 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2024.

Based on West Michigan Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.