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iShares S&P US Pref Stock Idx Fnd shares owned by Invenio Wealth Partners

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

Historical chart of Invenio Wealth Partners 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 Invenio Wealth Partners 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 Invenio Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 41k 32.23
2023-12-31 $2.0M 64k 31.19
2023-09-30 $2.1M 71k 30.15

More positions owned by Invenio Wealth Partners

Wisdomtree U.s. High Dividend Fund Etf (DHS)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Wisdomtree International Quality Dividend Growth Fund Etf (IQDG)
Jpmorgan Municipal Etf Etf (JMUB)
Wisdomtree Yield Enhanced U.s. Aggregate Bond Fund Etf (AGGY)
Wisdomtree U.s. High Yield Corporate Bond Fund Etf (WFHY)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Spdr S&p 500 Etf Trust Etf (SPY)
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)
Wisdomtree U.s. Smallcap Fund Etf (EES)
Ishares National Muni Bond Etf Etf (MUB)
Wisdomtree Managed Futures Strategy Fund Etf (WTMF)
Wisdomtree Mortgage Plus Bond Fund Etf (MTGP)

View all positions for Invenio Wealth Partners

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