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iShares S&P US Pref Stock Idx Fnd shares owned by Summit Financial Wealth Advisors

Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by Summit Financial Wealth Advisors from 13F filings

Historical chart of Summit Financial Wealth Advisors investment in iShares S&P US Pref Stock Idx Fnd

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P US Pref Stock Idx Fnd held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P US Pref Stock Idx Fnd by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $21M 649k 32.23
2023-12-31 $19M 604k 31.19
2023-09-30 $17M 573k 29.74
2023-06-30 $17M 555k 30.93
2023-03-31 $16M 516k 31.22
2022-12-31 $16M 515k 30.53
2022-09-30 $16M 526k 30.61
2022-06-30 $19M 556k 33.95
2022-03-31 $30M 827k 36.42
2021-12-31 $30M 770k 38.94
2021-09-30 $28M 726k 38.81
2021-06-30 $28M 704k 39.34
2021-03-31 $25M 660k 38.51
2020-12-31 $23M 640k 36.45
2020-09-30 $23M 644k 36.29
2020-06-30 $22M 632k 34.80
2020-03-31 $19M 598k 30.93
2019-12-31 $17M 442k 37.95
2019-09-30 $17M 447k 37.36
2019-06-30 $16M 445k 36.85
2019-03-31 $15M 416k 36.69
2018-12-31 $13M 371k 34.23
2018-09-30 $15M 417k 35.91
2018-06-30 $11M 303k 37.56
2018-03-31 $4.5M 119k 37.56
2017-12-31 $11M 293k 38.07
2017-09-30 $21M 538k 38.81
2017-06-30 $18M 456k 39.17
2017-03-31 $14M 365k 38.70
2016-12-31 $13M 343k 37.21
2016-09-30 $13M 337k 39.50
2016-06-30 $5.7M 143k 39.89
2016-03-31 $4.1M 106k 39.03
2015-12-31 $3.5M 89k 38.85
2015-09-30 $2.4M 63k 38.60
2015-06-30 $2.3M 58k 39.17
2015-03-31 $2.2M 55k 39.64
2014-12-31 $945k 24k 39.46

More positions owned by Summit Financial Wealth Advisors

First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p Scp Etf (IJR)
Valero Energy Corporation (VLO)
Alps Etf Tr Alerian Mlp (AMLP)
Garmin SHS (GRMN)
Raytheon Technologies Corp (RTX)
Genuine Parts Company (GPC)
Cummins (CMI)
Merck & Co (MRK)
3M Company (MMM)

View all positions for Summit Financial Wealth Advisors

Top funds holding iShares S&P US Pref Stock Idx Fnd

Bank of America Corporation
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Mariner Wealth Advisors
Global Assets Advisory
Us Bancorp
Rockefeller Capital Management
Wright Fund Managment
Commonwealth Equity Services
Orgel Wealth Management
Branch Banking & Trust Company
First Interstate Bank
Advisor Group Holdings
Deutsche Bank Aktiengesellschaft

View all funds holding iShares S&P US Pref Stock Idx Fnd