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Wintrust Investments’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Wintrust Investments’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
Q1 		– Sell
-7,915
Closed -$247K – 480
2023
Q4 		$247K Buy
+7,915
New +$236K 0.02% 379
2020
Q4 		– Sell
-11,205
Closed -$408K – 306
2020
Q3 		$408K Buy
11,205
+203
+2% +$7.3K 0.06% 226
2020
Q2 		$381K Buy
11,002
+3,133
+40% +$107K 0.05% 235
2020
Q1 		$251K Sell
7,869
-58
-0.7% -$2.08K 0.04% 265
2019
Q4 		$298K Buy
7,927
+257
+3% +$9.59K 0.04% 291
2019
Q3 		$288K Sell
7,670
-100
-1% -$3.72K 0.04% 290
2019
Q2 		$286K Sell
7,770
-1,000
-11% -$36.6K 0.04% 292
2019
Q1 		$321K Sell
8,770
-3,000
-25% -$108K 0.05% 261
2018
Q4 		$403K Sell
11,770
-17,700
-60% -$627K 0.08% 216
2018
Q3 		$1.09M Sell
29,470
-1,496
-5% -$56.1K 0.18% 107
2018
Q2 		$1.17M Buy
30,966
+732
+2% +$27.3K 0.2% 103
2018
Q1 		$1.14M Buy
30,234
+1,304
+5% +$48.9K 0.29% 71
2017
Q4 		$1.1M Buy
28,930
+1,090
+4% +$41.8K 0.26% 90
2017
Q3 		$1.08M Buy
27,840
+2,758
+11% +$107K 0.27% 83
2017
Q2 		$982K Buy
25,082
+8,563
+52% +$333K 0.26% 97
2017
Q1 		$639K Buy
16,519
+2,308
+16% +$88.2K 0.18% 130
2016
Q4 		$529K Sell
14,211
-3,214
-18% -$122K 0.22% 92
2016
Q3 		$688K Buy
+17,425
New +$695K 0.32% 60

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Wintrust Investments's PFF Position: Q1 2024 in Review

Wintrust Investments sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2024, closing a stake of 7,915 shares — an estimated $247K sold.

Wintrust Investments first reported a position in PFF in Q3 2016 and held it in 18 quarters. The position peaked at $1.17M in Q2 2018. 1,048 funds tracked by Wall St. Rank hold PFF as of Q1 2024.

  • Wintrust Investments reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2024 after selling out during the quarter.
  • Wintrust Investments sold 7,915 iShares Preferred and Income Securities ETF shares in Q1 2024, an estimated $247K.
  • Wintrust Investments first reported a position in iShares Preferred and Income Securities ETF in Q3 2016 and held it in 18 quarters.
  • Wintrust Investments's iShares Preferred and Income Securities ETF position peaked at $1.17M in Q2 2018.
  • 1,048 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2024.

Based on Wintrust Investments's 13F filing for Q1 2024, filed 9 May 2024.