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iShares S&P US Pref Stock Idx Fnd shares owned by Lido Advisors

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

Historical chart of Lido 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 Lido 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 Lido Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.7M 232k 33.23
2024-06-30 $7.0M 223k 31.55
2024-03-31 $5.5M 172k 32.23
2023-12-31 $5.0M 160k 31.19
2023-09-30 $4.0M 134k 30.15
2023-06-30 $3.1M 99k 30.93
2023-03-31 $1.1M 36k 31.22
2022-12-31 $1.1M 37k 30.53
2022-09-30 $1.2M 37k 31.67
2022-06-30 $1.4M 42k 32.86
2022-03-31 $1.9M 53k 36.41
2021-12-31 $4.7M 119k 39.43
2021-09-30 $4.6M 6.2k 729.43
2021-06-30 $4.6M 117k 39.34
2021-03-31 $4.5M 118k 38.40
2020-12-31 $4.7M 121k 38.51
2020-09-30 $4.6M 125k 36.45
2020-06-30 $3.1M 88k 34.64
2020-03-31 $891k 28k 31.84
2019-12-31 $691k 18k 37.61
2019-09-30 $712k 19k 37.51
2019-06-30 $976k 27k 36.84
2019-03-31 $798k 22k 36.52
2018-12-31 $678k 20k 34.18
2018-09-30 $844k 23k 37.09
2018-06-30 $1.0M 27k 37.69
2018-03-31 $1.0M 28k 37.55
2017-12-31 $1.1M 29k 38.04
2017-09-30 $1.2M 31k 38.47
2017-06-30 $1.4M 35k 39.18
2017-03-31 $1.2M 31k 38.92
2016-12-31 $1.4M 37k 37.20
2016-09-30 $1.2M 31k 39.51
2016-06-30 $940k 24k 39.89
2016-03-31 $1.8M 45k 39.03

More positions owned by Lido Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Apple (AAPL)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Travelers Companies Call Option (TRV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Amazon (AMZN)
Fidelity Covington Trust Msci Finls Idx (FNCL)
Meta Platforms Cl A (META)

View all positions for Lido Advisors

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

Bank of America Corporation
Wells Fargo & Company
LPL Financial
UBS Group
Envestnet Asset Management
Royal Bank of Canada
Mariner Wealth Advisors
BlackRock
Ameriprise Financial
Us Bancorp
Commonwealth Equity Services
CliftonLarsonAllen Wealth Advisors
Branch Banking & Trust Company
First Interstate Bank
Charles Schwab Investment Management

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