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Allium Financial Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Allium Financial Advisors’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
2025
Q3 		– Sell
-6,941
Closed -$213K – 90
2025
Q2 		$213K Hold
6,941
– – 0.19% 80
2025
Q1 		$213K Buy
+6,941
New +$219K 0.19% 75

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mariner
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

Allium Financial Advisors's PFF Position: Q3 2025 in Review

Allium Financial Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2025, closing a stake of 6,941 shares — an estimated $213K sold.

Allium Financial Advisors first reported a position in PFF in Q1 2025 and held it in 2 quarters. The position peaked at $213K in Q1 2025. 990 funds tracked by Wall St. Rank hold PFF as of Q3 2025.

  • Allium Financial Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2025 after selling out during the quarter.
  • Allium Financial Advisors sold 6,941 iShares Preferred and Income Securities ETF shares in Q3 2025, an estimated $213K.
  • Allium Financial Advisors first reported a position in iShares Preferred and Income Securities ETF in Q1 2025 and held it in 2 quarters.
  • Allium Financial Advisors's iShares Preferred and Income Securities ETF position peaked at $213K in Q1 2025.
  • 990 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2025.

Based on Allium Financial Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.