AWE
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Avidian Wealth Enterprises’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Avidian Wealth Enterprises’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 		$238K Sell
8,054
-25,339
-76% -$769K 0.01% 671
2026
Q2 		$1.02M Buy
33,393
+8,114
+32% +$253K 0.03% 317
2026
Q1 		$766K Buy
25,279
+4,388
+21% +$137K 0.02% 341
2025
Q4 		$647K Sell
20,891
-64
-0.3% -$1.99K 0.02% 315
2025
Q3 		$663K Buy
20,955
+1,529
+8% +$48.1K 0.03% 302
2025
Q2 		$596K Sell
19,426
-79
-0.4% -$2.38K 0.02% 295
2025
Q1 		$599K Buy
19,505
+6,349
+48% +$200K 0.03% 276
2024
Q4 		$414K Sell
13,156
-1,403
-10% -$45.8K 0.02% 334
2024
Q3 		$484K Sell
14,559
-3,476
-19% -$112K 0.02% 302
2024
Q2 		$569K Sell
18,035
-563
-3% -$17.7K 0.02% 266
2024
Q1 		$599K Buy
18,598
+2,901
+18% +$92.5K 0.03% 236
2023
Q4 		$490K Buy
15,697
+2,385
+18% +$71.3K 0.03% 270
2023
Q3 		$401K Buy
13,312
+59
+0.4% +$1.8K 0.03% 283
2023
Q2 		$410K Buy
13,253
+1,231
+10% +$37.7K 0.03% 298
2023
Q1 		$375K Buy
12,022
+104
+0.9% +$3.34K 0.02% 346
2022
Q4 		$364K Sell
11,918
-2,682
-18% -$83.4K 0.02% 326
2022
Q3 		$462K Sell
14,600
-1,389
-9% -$46.6K 0.03% 250
2022
Q2 		$526K Sell
15,989
-1,431
-8% -$48.4K 0.04% 259
2022
Q1 		$634K Buy
17,420
+10
+0.1% +$368 0.04% 259
2021
Q4 		$686K Buy
+17,410
New +$677K 0.04% 246

Other funds holding PFF

IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

Avidian Wealth Enterprises's PFF Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its iShares Preferred and Income Securities ETF (PFF) stake by 76% in Q3 2026, selling an estimated $769K and leaving 8,054 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #671.

Avidian Wealth Enterprises first reported a position in PFF in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.02M in Q2 2026. 57 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

  • Avidian Wealth Enterprises held 8,054 shares of iShares Preferred and Income Securities ETF worth $238K as of Q3 2026.
  • Avidian Wealth Enterprises sold 25,339 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $769K.
  • iShares Preferred and Income Securities ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #671 holding.
  • Avidian Wealth Enterprises first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 20 quarters since.
  • Avidian Wealth Enterprises's iShares Preferred and Income Securities ETF position peaked at $1.02M in Q2 2026.
  • 57 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.