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Ashton Thomas Private Wealth’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Ashton Thomas Private Wealth’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 		$2.34M Sell
77,069
-6,345
-8% -$199K 0.06% 326
2025
Q4 		$2.58M Buy
83,414
+11,771
+16% +$367K 0.06% 288
2025
Q3 		$2.27M Buy
71,643
+29,526
+70% +$928K 0.06% 303
2025
Q2 		$1.29M Buy
42,117
+1,075
+3% +$32.4K 0.05% 352
2025
Q1 		$1.26M Buy
41,042
+1,946
+5% +$61.4K 0.05% 331
2024
Q4 		$1.23M Buy
39,096
+8,383
+27% +$274K 0.05% 345
2024
Q3 		$1.02M Sell
30,713
-8,347
-21% -$269K 0.05% 308
2024
Q2 		$1.23M Buy
39,060
+2,026
+5% +$63.8K 0.07% 276
2024
Q1 		$1.19M Sell
37,034
-310
-0.8% -$9.88K 0.07% 279
2023
Q4 		$1.16M Buy
37,344
+7,384
+25% +$221K 0.07% 271
2023
Q3 		$903K Buy
29,960
+2,591
+9% +$79.2K 0.07% 298
2023
Q2 		$847K Sell
27,369
-903
-3% -$27.6K 0.06% 299
2023
Q1 		$883K Buy
28,272
+3,596
+15% +$115K 0.08% 276
2022
Q4 		$753K Sell
24,676
-3,909
-14% -$122K 0.07% 280
2022
Q3 		$905K Buy
28,585
+11,228
+65% +$376K 0.1% 220
2022
Q2 		$571K Sell
17,357
-135
-0.8% -$4.57K 0.06% 292
2022
Q1 		$637K Sell
17,492
-15,944
-48% -$586K 0.06% 321
2021
Q4 		$1.32M Buy
33,436
+24,077
+257% +$936K 0.13% 196
2021
Q3 		$363K Sell
9,359
-8,904
-49% -$349K 0.05% 283
2021
Q2 		$718K Buy
18,263
+4,334
+31% +$168K 0.11% 206
2021
Q1 		$535K Sell
13,929
-66
-0.5% -$2.5K 0.09% 220
2020
Q4 		$539K Buy
13,995
+2,659
+23% +$99.4K 0.1% 226
2020
Q3 		$413K Sell
11,336
-223
-2% -$8.03K 0.1% 201
2020
Q2 		$400K Buy
11,559
+2,007
+21% +$68.4K 0.12% 174
2020
Q1 		$304K Buy
+9,552
New +$343K 0.12% 168

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ashton Thomas Private Wealth's PFF Position: Q1 2026 in Review

Ashton Thomas Private Wealth reduced its iShares Preferred and Income Securities ETF (PFF) stake by 7.6% in Q1 2026, selling an estimated $199K and leaving 77,069 shares worth $2.34M. The position accounts for 0.06% of the portfolio, ranked #326.

Ashton Thomas Private Wealth first reported a position in PFF in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.58M in Q4 2025. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • Ashton Thomas Private Wealth held 77,069 shares of iShares Preferred and Income Securities ETF worth $2.34M as of Q1 2026.
  • Ashton Thomas Private Wealth sold 6,345 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $199K.
  • iShares Preferred and Income Securities ETF made up 0.06% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #326 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares Preferred and Income Securities ETF in Q1 2020 and has held it in 25 quarters since.
  • Ashton Thomas Private Wealth's iShares Preferred and Income Securities ETF position peaked at $2.58M in Q4 2025.
  • 965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.