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
2020
Q4
Sell
-13,500
Closed -$1K 1406
2020
Q3
$1K Buy
+13,500
New +$486K ﹤0.01% 1272

Other funds holding PFF

AE Wealth Management's PFF Position: Q1 2026 in Review

AE Wealth Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 38% in Q1 2026, selling an estimated $255K and leaving 13,445 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

AE Wealth Management first reported a position in PFF in Q4 2016 and has held it in 38 quarters since. The position peaked at $11.6M in Q2 2023. 966 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • AE Wealth Management held 13,445 shares of iShares Preferred and Income Securities ETF worth $408K as of Q1 2026.
  • AE Wealth Management sold 8,146 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $255K.
  • iShares Preferred and Income Securities ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1210 holding.
  • AE Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2016 and has held it in 38 quarters since.
  • AE Wealth Management's iShares Preferred and Income Securities ETF position peaked at $11.6M in Q2 2023.
  • 966 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.