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

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	0.22%	109
2022 Q1	$9.95M	Buy	+273,235	New	+$10M	0.17%	128