Atomi Financial Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Atomi Financial Group’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 Q2	$320K	Sell	10,482 -72	-0.7%	-$2.24K	0.01%	997
2026 Q1	$320K	Sell	10,554 -656	-6%	-$20.5K	0.01%	917
2025 Q4	$347K	Buy	11,210 +1,023	+10%	+$31.9K	0.01%	865
2025 Q3	$322K	Buy	+10,187	New	+$320K	0.01%	851

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Atomi Financial Group's PFF Position: Q2 2026 in Review

Atomi Financial Group reduced its iShares Preferred and Income Securities ETF (PFF) stake by 0.68% in Q2 2026, selling an estimated $2.24K and leaving 10,482 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #997.

Atomi Financial Group first reported a position in PFF in Q3 2025 and has held it in 4 quarters since. The position peaked at $347K in Q4 2025. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Atomi Financial Group held 10,482 shares of iShares Preferred and Income Securities ETF worth $320K as of Q2 2026.
Atomi Financial Group sold 72 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $2.24K.
iShares Preferred and Income Securities ETF made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #997 holding.
Atomi Financial Group first reported a position in iShares Preferred and Income Securities ETF in Q3 2025 and has held it in 4 quarters since.
Atomi Financial Group's iShares Preferred and Income Securities ETF position peaked at $347K in Q4 2025.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.