AE Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $397K | Sell |
13,033
-412
| -3% | -$12.8K | ﹤0.01% | 1343 |
|
|
2026
Q1 | $408K | Sell |
13,445
-8,146
| -38% | -$255K | ﹤0.01% | 1210 |
|
|
2025
Q4 | $668K | Buy |
21,591
+5,431
| +34% | +$169K | ﹤0.01% | 939 |
|
|
2025
Q3 | $511K | Sell |
16,160
-719
| -4% | -$22.6K | ﹤0.01% | 969 |
|
|
2025
Q2 | $518K | Sell |
16,879
-22,649
| -57% | -$682K | ﹤0.01% | 910 |
|
|
2025
Q1 | $1.21M | Sell |
39,528
-32,150
| -45% | -$1.01M | 0.01% | 660 |
|
|
2024
Q4 | $2.25M | Buy |
71,678
+28,327
| +65% | +$925K | 0.02% | 499 |
|
|
2024
Q3 | $1.44M | Buy |
43,351
+13,054
| +43% | +$420K | 0.01% | 625 |
|
|
2024
Q2 | $956K | Buy |
30,297
+1,601
| +6% | +$50.4K | 0.01% | 712 |
|
|
2024
Q1 | $925K | Sell |
28,696
-58,273
| -67% | -$1.86M | 0.01% | 671 |
|
|
2023
Q4 | $2.78M | Sell |
86,969
-122,502
| -58% | -$3.66M | 0.01% | 792 |
|
|
2023
Q3 | $6.32M | Sell |
209,471
-165,129
| -44% | -$5.05M | 0.04% | 482 |
|
|
2023
Q2 | $11.6M | Buy |
374,600
+55,967
| +18% | +$1.71M | 0.07% | 345 |
|
|
2023
Q1 | $9.95M | Buy |
318,633
+114,463
| +56% | +$3.68M | 0.06% | 339 |
|
|
2022
Q4 | $6.23M | Sell |
204,170
-3,209
| -2% | -$99.8K | 0.05% | 423 |
|
|
2022
Q3 | $6.57M | Sell |
207,379
-2,284
| -1% | -$76.6K | 0.05% | 367 |
|
|
2022
Q2 | $6.89M | Buy |
209,663
+58,302
| +39% | +$1.97M | 0.06% | 351 |
|
|
2022
Q1 | $5.51M | Sell |
151,361
-120,879
| -44% | -$4.44M | 0.04% | 412 |
|
|
2021
Q4 | $10.7M | Sell |
272,240
-17,097
| -6% | -$664K | 0.07% | 250 |
|
|
2021
Q3 | $11.2M | Buy |
289,337
+104,921
| +57% | +$4.12M | 0.09% | 219 |
|
|
2021
Q2 | $7.25M | Sell |
184,416
-61,221
| -25% | -$2.37M | 0.06% | 284 |
|
|
2021
Q1 | $9.43M | Buy |
245,637
+80,212
| +48% | +$3.04M | 0.1% | 216 |
|
|
2020
Q4 | $6.37M | Buy |
165,425
+91,151
| +123% | +$3.41M | 0.07% | 240 |
|
|
2020
Q3 | $2.71M | Sell |
74,274
-78,552
| -51% | -$2.83M | 0.04% | 353 |
|
|
2020
Q2 | $5.29M | Buy |
152,826
+85,571
| +127% | +$2.92M | 0.08% | 215 |
|
|
2020
Q1 | $2.14M | Buy |
67,255
+31,349
| +87% | +$1.12M | 0.05% | 296 |
|
|
2019
Q4 | $1.35M | Sell |
35,906
-4,381
| -11% | -$163K | 0.03% | 459 |
|
|
2019
Q3 | $1.51M | Sell |
40,287
-18,975
| -32% | -$706K | 0.04% | 337 |
|
|
2019
Q2 | $2.18M | Buy |
59,262
+37,933
| +178% | +$1.39M | 0.07% | 224 |
|
|
2019
Q1 | $780K | Sell |
21,329
-5,138
| -19% | -$185K | 0.05% | 250 |
|
|
2018
Q4 | $906K | Sell |
26,467
-35,178
| -57% | -$1.25M | 0.16% | 159 |
|
|
2018
Q3 | $2.29M | Buy |
61,645
+29,931
| +94% | +$1.12M | 0.13% | 126 |
|
|
2018
Q2 | $1.2M | Sell |
31,714
-1,212
| -4% | -$45.1K | 0.08% | 144 |
|
|
2018
Q1 | $1.24M | Sell |
32,926
-8,811
| -21% | -$331K | 0.1% | 133 |
|
|
2017
Q4 | $1.59M | Buy |
41,737
+11,920
| +40% | +$458K | 0.14% | 109 |
|
|
2017
Q3 | $1.16M | Buy |
29,817
+11,028
| +59% | +$430K | 0.11% | 122 |
|
|
2017
Q2 | $736K | Sell |
18,789
-808
| -4% | -$31.4K | 0.09% | 189 |
|
|
2017
Q1 | $758K | Buy |
19,597
+2,137
| +12% | +$81.7K | 0.14% | 137 |
|
|
2016
Q4 | $650K | Buy |
+17,460
| New | +$664K | 0.26% | 98 |
|
Other funds holding PFF
FIB
AE Wealth Management's PFF Position: Q2 2026 in Review
AE Wealth Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 3.1% in Q2 2026, selling an estimated $12.8K and leaving 13,033 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #1343.
AE Wealth Management first reported a position in PFF in Q4 2016 and has held it in 39 quarters since. The position peaked at $11.6M in Q2 2023. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.
- AE Wealth Management held 13,033 shares of iShares Preferred and Income Securities ETF worth $397K as of Q2 2026.
- AE Wealth Management sold 412 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $12.8K.
- iShares Preferred and Income Securities ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1343 holding.
- AE Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2016 and has held it in 39 quarters since.
- AE Wealth Management's iShares Preferred and Income Securities ETF position peaked at $11.6M in Q2 2023.
- 964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.
Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.