Ownership history in Edge Wealth Management LLC · 51 quarters on record
This page tracks every 13F SEC filing in which Edge Wealth Management LLC reported a position in ISHARES S&P U S PFD FUNDINDEX COM (PFF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 1,144,329 | -42,981 | -3.6% | 6.41% | $36.2M | $30.83 |
| 2025 Q2 | REDUCED | 1,187,310 | -116,105 | -8.9% | 7.02% | $36.4M | $29.44 |
| 2025 Q1 | REDUCED | 1,303,415 | -1,832 | -0.1% | 8.12% | $40.1M | $28.98 |
| 2024 Q4 | REDUCED | 1,305,247 | -24,739 | -1.9% | 8.31% | $41.0M | $29.33 |
| 2024 Q3 | REDUCED | 1,329,986 | -28,266 | -2.1% | 8.87% | $44.2M | $30.37 |
| 2024 Q2 | REDUCED | 1,358,252 | -30,851 | -2.2% | 9.02% | $42.9M | $28.39 |
| 2024 Q1 | REDUCED | 1,389,103 | -14,394 | -1.0% | 9.41% | $44.8M | $28.57 |
| 2023 Q4 | REDUCED | 1,403,497 | -108,076 | -7.1% | 9.57% | $43.8M | $27.35 |
| 2023 Q3 | REDUCED | 1,511,573 | -23,500 | -1.5% | 10.65% | $45.6M | $25.83 |
| 2023 Q2 | REDUCED | 1,535,073 | -26,770 | -1.7% | 10.36% | $47.5M | $26.09 |
As of 2025 Q4 — sorted by position size