Axis Wealth Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Axis Wealth Partners’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 Q1	$225K	Buy	7,435 +1	+0%	+$31	0.12%	163
2025 Q4	$230K	Sell	7,434 -42	-0.6%	-$1.31K	0.13%	153
2025 Q3	$236K	Buy	7,476 +128	+2%	+$4.03K	0.14%	147
2025 Q2	$225K	Sell	7,348 -202	-3%	-$6.08K	0.15%	136
2025 Q1	$232K	Sell	7,550 -133	-2%	-$4.19K	0.17%	130
2024 Q4	$242K	Buy	+7,683	New	+$251K	0.2%	124

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Axis Wealth Partners's PFF Position: Q1 2026 in Review

Axis Wealth Partners increased its iShares Preferred and Income Securities ETF (PFF) stake by 0.01% in Q1 2026, buying an estimated $31 and bringing the position to 7,435 shares worth $225K. The position accounts for 0.12% of the portfolio, ranked #163.

Axis Wealth Partners first reported a position in PFF in Q4 2024 and has held it in 6 quarters since. The position peaked at $242K in Q4 2024. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Axis Wealth Partners held 7,435 shares of iShares Preferred and Income Securities ETF worth $225K as of Q1 2026.
Axis Wealth Partners bought 1 iShares Preferred and Income Securities ETF share in Q1 2026, an estimated $31.
iShares Preferred and Income Securities ETF made up 0.12% of Axis Wealth Partners's portfolio in Q1 2026, its #163 holding.
Axis Wealth Partners first reported a position in iShares Preferred and Income Securities ETF in Q4 2024 and has held it in 6 quarters since.
Axis Wealth Partners's iShares Preferred and Income Securities ETF position peaked at $242K in Q4 2024.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.