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

Avaii 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
2026 Q3	$261K	Sell	8,827 -508	-5%	-$15.4K	0.07%	151
2026 Q2	$285K	Sell	9,335 -1,257	-12%	-$39.2K	0.08%	146
2026 Q1	$321K	Sell	10,592 -40	-0.4%	-$1.25K	0.11%	112
2025 Q4	$329K	Buy	10,632 +352	+3%	+$11K	0.12%	102
2025 Q3	$325K	Buy	+10,280	New	+$323K	0.12%	102

Other funds holding PFF

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Avaii Wealth Management's PFF Position: Q3 2026 in Review

Avaii Wealth Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 5.4% in Q3 2026, selling an estimated $15.4K and leaving 8,827 shares worth $261K. The position accounts for 0.07% of the portfolio, ranked #151.

Avaii Wealth Management first reported a position in PFF in Q3 2025 and has held it in 5 quarters since. The position peaked at $329K in Q4 2025. 382 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

Avaii Wealth Management held 8,827 shares of iShares Preferred and Income Securities ETF worth $261K as of Q3 2026.
Avaii Wealth Management sold 508 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $15.4K.
iShares Preferred and Income Securities ETF made up 0.07% of Avaii Wealth Management's portfolio in Q3 2026, its #151 holding.
Avaii Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q3 2025 and has held it in 5 quarters since.
Avaii Wealth Management's iShares Preferred and Income Securities ETF position peaked at $329K in Q4 2025.
382 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.