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

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

Historical chart of Sage Mountain 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 Sage Mountain 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 Sage Mountain Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $116k 3.5k 33.23
2024-06-30 $110k 3.5k 31.55

More positions owned by Sage Mountain Advisors

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Intl Qualty (IQLT)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Golub Capital BDC (GBDC)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Copart (CPRT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)

View all positions for Sage Mountain Advisors

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

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
LPL Financial
Envestnet Asset Management
Royal Bank of Canada
Mariner Wealth Advisors
BlackRock
BlackRock
Us Bancorp
Commonwealth Equity Services
Orgel Wealth Management
CliftonLarsonAllen Wealth Advisors
First Interstate Bank
Charles Schwab Investment Management

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