Avantax Advisory Services’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Avantax Advisory Services's PFF Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares Preferred and Income Securities ETF (PFF) stake by 56% in Q2 2025, selling an estimated $7.19M and leaving 184,799 shares worth $5.67M. The position accounts for 0.03% of the portfolio, ranked #417.

Avantax Advisory Services first reported a position in PFF in Q4 2018 and has held it in 27 quarters since. The position peaked at $23.2M in Q3 2020. 986 funds tracked by Wall St. Rank hold PFF as of Q2 2025.

• Avantax Advisory Services held 184,799 shares of iShares Preferred and Income Securities ETF worth $5.67M as of Q2 2025.
• Avantax Advisory Services sold 239,016 iShares Preferred and Income Securities ETF shares in Q2 2025, an estimated $7.19M.
• iShares Preferred and Income Securities ETF made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #417 holding.
• Avantax Advisory Services first reported a position in iShares Preferred and Income Securities ETF in Q4 2018 and has held it in 27 quarters since.
• Avantax Advisory Services's iShares Preferred and Income Securities ETF position peaked at $23.2M in Q3 2020.
• 986 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.