Superior Planning, LLC’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Superior Planning, LLC’s Portfolio PFF Stock Details PFF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$20.9K	Buy	+709	New	+$21.5K	0.01%	685

Other funds holding PFF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Superior Planning, LLC's PFF Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q3 2026: 709 shares worth $20.9K. The stake represents 0.01% of the portfolio and ranks #685 among its holdings.

734 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

Superior Planning, LLC held 709 shares of iShares Preferred and Income Securities ETF worth $20.9K as of Q3 2026.
iShares Preferred and Income Securities ETF was a new Superior Planning, LLC position in Q3 2026.
iShares Preferred and Income Securities ETF made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #685 holding.
734 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.