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

Atticus 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
2025 Q3	–	Sell	-1,237	Closed	-$38K	–	498
2025 Q2	$38K	Sell	1,237 -2,615	-68%	-$78.7K	0.01%	343
2025 Q1	$118K	Sell	3,852 -5,328	-58%	-$168K	0.04%	148
2024 Q4	$289K	Sell	9,180 -1,083	-11%	-$35.4K	0.09%	95
2024 Q3	$341K	Buy	10,263 +96	+0.9%	+$3.09K	0.11%	86
2024 Q2	$321K	Buy	10,167 +70	+0.7%	+$2.2K	0.1%	88
2024 Q1	$325K	Sell	10,097 -732	-7%	-$23.3K	0.11%	89
2023 Q4	$338K	Buy	10,829 +159	+1%	+$4.75K	0.12%	91
2023 Q3	$322K	Buy	10,670 +99	+0.9%	+$3.03K	0.12%	94
2023 Q2	$327K	Buy	10,571 +82	+0.8%	+$2.51K	0.12%	99
2023 Q1	$327K	Buy	10,489 +5,117	+95%	+$164K	0.13%	96
2022 Q4	$164K	Sell	5,372 -12,008	-69%	-$374K	0.07%	136
2022 Q3	$571K	Hold	17,380	–	–	0.28%	52
2022 Q2	$571K	Sell	17,380 -2,029	-10%	-$68.7K	0.24%	64
2022 Q1	$707K	Buy	19,409 +1,549	+9%	+$57K	0.26%	62
2021 Q4	$704K	Sell	17,860 -1,539	-8%	-$59.8K	0.27%	52
2021 Q3	$753K	Sell	19,399 -66,617	-77%	-$2.61M	0.33%	47
2021 Q2	$3.38M	Buy	86,016 +1,461	+2%	+$56.6K	1.47%	17
2021 Q1	$3.25M	Buy	84,555 +4,746	+6%	+$180K	1.55%	17
2020 Q4	$3.07M	Buy	79,809 +8,774	+12%	+$328K	1.55%	15
2020 Q3	$2.59M	Buy	71,035 +9,565	+16%	+$344K	1.54%	16
2020 Q2	$2.13M	Buy	61,470 +5,725	+10%	+$195K	1.41%	19
2020 Q1	$1.77M	Sell	55,745 -9,754	-15%	-$350K	1.43%	20
2019 Q4	$2.46M	Buy	+65,499	New	+$2.44M	1.57%	20

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 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

Atticus Wealth Management's PFF Position: Q3 2025 in Review

Atticus Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2025, closing a stake of 1,237 shares — an estimated $38K sold.

Atticus Wealth Management first reported a position in PFF in Q4 2019 and held it in 23 quarters. The position peaked at $3.38M in Q2 2021. 990 funds tracked by Wall St. Rank hold PFF as of Q3 2025.

Atticus Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 1,237 iShares Preferred and Income Securities ETF shares in Q3 2025, an estimated $38K.
Atticus Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and held it in 23 quarters.
Atticus Wealth Management's iShares Preferred and Income Securities ETF position peaked at $3.38M in Q2 2021.
990 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.