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

Axxcess 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 Q2	–	Sell	-8,474	Closed	-$260K	–	914
2025 Q1	$260K	Sell	8,474 -10,119	-54%	-$319K	0.01%	729
2024 Q4	$585K	Sell	18,593 -7,407	-28%	-$242K	0.01%	509
2024 Q3	$864K	Sell	26,000 -2,117	-8%	-$68.1K	0.02%	422
2024 Q2	$887K	Buy	28,117 +975	+4%	+$30.7K	0.02%	399
2024 Q1	$875K	Buy	27,142 +8,141	+43%	+$260K	0.02%	404
2023 Q4	$593K	Buy	19,001 +9,985	+111%	+$298K	0.02%	474
2023 Q3	$272K	Sell	9,016 -12,255	-58%	-$375K	0.01%	627
2023 Q2	$658K	Buy	21,271 +650	+3%	+$19.9K	0.05%	291
2023 Q1	$644K	Buy	20,621 +9,847	+91%	+$316K	0.05%	322
2022 Q4	$329K	Sell	10,774 -7,654	-42%	-$238K	0.03%	432
2022 Q3	$584K	Buy	+18,428	New	+$618K	0.06%	288
2022 Q2	–	Sell	-12,330	Closed	-$449K	–	623
2022 Q1	$449K	Sell	12,330 -13,616	-52%	-$501K	0.04%	376
2021 Q4	$1.02M	Buy	+25,946	New	+$1.01M	0.07%	208

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

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 22.9% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Axxcess Wealth Management's PFF Position: Q2 2025 in Review

Axxcess Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2025, closing a stake of 8,474 shares — an estimated $260K sold.

Axxcess Wealth Management first reported a position in PFF in Q4 2021 and held it in 13 quarters. The position peaked at $1.02M in Q4 2021. 988 funds tracked by Wall St. Rank hold PFF as of Q2 2025.

Axxcess Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2025 after selling out during the quarter.
Axxcess Wealth Management sold 8,474 iShares Preferred and Income Securities ETF shares in Q2 2025, an estimated $260K.
Axxcess Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and held it in 13 quarters.
Axxcess Wealth Management's iShares Preferred and Income Securities ETF position peaked at $1.02M in Q4 2021.
988 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2025.

Based on Axxcess Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.