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

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

Historical chart of Capital 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 Capital 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 Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $783k 24k 32.22
2023-12-31 $630k 20k 31.21
2023-09-30 $634k 21k 30.17
2023-06-30 $673k 22k 30.95
2023-03-31 $724k 23k 31.22
2022-12-31 $716k 24k 30.52
2022-09-30 $760k 24k 31.67
2022-06-30 $876k 27k 32.88
2022-03-31 $978k 27k 36.43
2021-12-31 $1.1M 27k 39.45
2021-09-30 $1.1M 28k 38.81
2021-06-30 $1.1M 27k 39.33
2021-03-31 $1.0M 26k 38.39
2020-12-31 $853k 22k 38.49
2020-09-30 $738k 20k 36.44
2020-06-30 $699k 20k 34.66
2020-03-31 $649k 20k 31.86
2019-12-31 $562k 15k 37.58
2019-09-30 $773k 17k 44.94
2019-06-30 $532k 14k 36.84
2019-03-31 $545k 15k 36.55
2018-12-31 $509k 15k 34.26
2018-09-30 $637k 17k 37.10
2018-06-30 $647k 17k 37.68
2018-03-31 $645k 17k 37.57
2017-12-31 $1.3M 34k 38.08
2017-09-30 $1.3M 33k 38.81
2017-06-30 $1.3M 32k 39.17
2017-03-31 $1.1M 28k 38.69
2016-12-31 $995k 27k 37.21
2016-09-30 $1.0M 26k 39.50
2016-06-30 $488k 12k 39.86
2016-03-31 $353k 9.0k 39.02
2015-12-31 $161k 4.1k 38.90
2015-09-30 $168k 4.4k 38.50
2015-06-30 $171k 4.4k 39.18
2015-03-31 $175k 4.4k 40.10
2014-12-31 $172k 4.4k 39.41
2014-09-30 $169k 4.3k 39.41
2014-06-30 $171k 4.3k 39.88
2014-03-31 $184k 4.7k 39.04
2013-12-31 $25k 688 36.34

More positions owned by Capital Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Caesars Entertainment (CZR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Capital Advisors

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

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
LPL Financial
UBS Group
Jpmorgan Chase & Co
Envestnet Asset Management
Royal Bank of Canada
Goldman Sachs Group
Mariner Wealth Advisors
BlackRock
Global Assets Advisory
Ameriprise Financial
Cohen & Steers Capital Management
Us Bancorp

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