Ariadne Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Ariadne Wealth Management’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 Q1	$1.51M	Hold	49,850	–	–	0.68%	32
2025 Q4	$1.57M	Sell	49,850 -4,032	-7%	-$126K	0.65%	34
2025 Q3	$1.66M	Hold	53,882	–	–	0.74%	32
2025 Q2	$1.7M	Sell	53,882 -17,894	-25%	-$539K	0.81%	30
2025 Q1	$2.17M	Hold	71,776	–	–	1.13%	16
2024 Q4	$2.27M	Buy	71,776 +4,873	+7%	+$159K	1.04%	22
2024 Q3	$2.21M	Hold	66,903	–	–	1.2%	17
2024 Q2	$2.11M	Buy	+66,903	New	+$2.11M	1.63%	12

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Ariadne Wealth Management held its iShares Preferred and Income Securities ETF (PFF) position steady in Q1 2026 at 49,850 shares worth $1.51M. The position accounts for 0.68% of the portfolio, ranked #32.

Ariadne Wealth Management first reported a position in PFF in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.27M in Q4 2024. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Ariadne Wealth Management held 49,850 shares of iShares Preferred and Income Securities ETF worth $1.51M as of Q1 2026.
Ariadne Wealth Management left its iShares Preferred and Income Securities ETF share count unchanged in Q1 2026.
iShares Preferred and Income Securities ETF made up 0.68% of Ariadne Wealth Management's portfolio in Q1 2026, its #32 holding.
Ariadne Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q2 2024 and has held it in 8 quarters since.
Ariadne Wealth Management's iShares Preferred and Income Securities ETF position peaked at $2.27M in Q4 2024.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.