Action Point Financial Planning’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Action Point Financial Planning’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 Q2	$85.5K	Buy	+2,803	New	+$87.3K	0.01%	649

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Action Point Financial Planning's PFF Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q2 2026: 2,803 shares worth $85.5K. The stake represents 0.01% of the portfolio and ranks #649 among its holdings.

964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Action Point Financial Planning held 2,803 shares of iShares Preferred and Income Securities ETF worth $85.5K as of Q2 2026.
iShares Preferred and Income Securities ETF was a new Action Point Financial Planning position in Q2 2026.
iShares Preferred and Income Securities ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #649 holding.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.