Atria Wealth Solutions’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Atria Wealth Solutions’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 Q2	$3.57M	Sell	116,028 -223,728	-66%	-$6.73M	0.08%	271
2025 Q1	$10.4M	Sell	339,756 -22,254	-6%	-$702K	0.13%	173
2024 Q4	$11.4M	Buy	362,010 +45,047	+14%	+$1.47M	0.12%	171
2024 Q3	$10.5M	Sell	316,963 -1,433	-0.5%	-$46.1K	0.11%	190
2024 Q2	$10M	Sell	318,396 -16,344	-5%	-$514K	0.11%	189
2024 Q1	$10.8M	Buy	334,740 +20,819	+7%	+$664K	0.12%	179
2023 Q4	$9.79M	Buy	313,921 +4,107	+1%	+$123K	0.12%	171
2023 Q3	$9.34M	Buy	309,814 +10,276	+3%	+$314K	0.13%	169
2023 Q2	$9.26M	Buy	299,538 +9,065	+3%	+$277K	0.13%	165
2023 Q1	$9.07M	Sell	290,473 -44,695	-13%	-$1.44M	0.13%	157
2022 Q4	$10.2M	Sell	335,168 -15,211	-4%	-$473K	0.16%	138
2022 Q3	$11.1M	Buy	350,379 +216,979	+163%	+$7.27M	0.19%	113
2022 Q2	$11.1M	Sell	133,400 -139,835	-51%	-$4.73M	0.21%	109
2022 Q1	$9.95M	Buy	+273,235	New	+$10M	0.17%	128

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Atria Wealth Solutions's PFF Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares Preferred and Income Securities ETF (PFF) stake by 66% in Q2 2025, selling an estimated $6.73M and leaving 116,028 shares worth $3.57M. The position accounts for 0.08% of the portfolio, ranked #271.

Atria Wealth Solutions first reported a position in PFF in Q1 2022 and has held it in 14 quarters since. The position peaked at $11.4M in Q4 2024. 988 funds tracked by Wall St. Rank hold PFF as of Q2 2025.

Atria Wealth Solutions held 116,028 shares of iShares Preferred and Income Securities ETF worth $3.57M as of Q2 2025.
Atria Wealth Solutions sold 223,728 iShares Preferred and Income Securities ETF shares in Q2 2025, an estimated $6.73M.
iShares Preferred and Income Securities ETF made up 0.08% of Atria Wealth Solutions's portfolio in Q2 2025, its #271 holding.
Atria Wealth Solutions first reported a position in iShares Preferred and Income Securities ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares Preferred and Income Securities ETF position peaked at $11.4M in Q4 2024.
988 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.