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Bouvel Investment Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bouvel Investment 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
2025
Q4 		– Sell
-110,388
Closed -$3.49M – 87
2025
Q3 		$3.49M Buy
110,388
+4,371
+4% +$137K 1.07% 39
2025
Q2 		$3.25M Buy
106,017
+11,241
+12% +$338K 1.1% 35
2025
Q1 		$3.15M Sell
94,776
-994
-1% -$31.3K 1.18% 38
2024
Q4 		$3.01M Buy
95,770
+994
+1% +$32.5K 1.09% 38
2024
Q3 		$3.15M Buy
94,776
+3,201
+3% +$103K 1.18% 38
2024
Q2 		$2.89M Buy
91,575
+3,242
+4% +$102K 1.12% 38
2024
Q1 		$2.85M Sell
88,333
-3,261
-4% -$104K 1.23% 33
2023
Q4 		$2.86M Buy
91,594
+1,097
+1% +$32.8K 1.33% 30
2023
Q3 		$2.73M Sell
90,497
-740
-0.8% -$22.6K 1.48% 22
2023
Q2 		$2.82M Sell
91,237
-93
-0.1% -$2.85K 1.55% 21
2023
Q1 		$2.85M Buy
91,330
+47,360
+108% +$1.52M 1.67% 21
2022
Q4 		$1.34M Buy
43,970
+459
+1% +$14.3K 0.87% 48
2022
Q3 		$1.38M Buy
+43,511
New +$1.46M 0.92% 45

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bouvel Investment Partners's PFF Position: Q4 2025 in Review

Bouvel Investment Partners sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2025, closing a stake of 110,388 shares — an estimated $3.49M sold.

Bouvel Investment Partners first reported a position in PFF in Q3 2022 and held it in 13 quarters. The position peaked at $3.49M in Q3 2025. 1,010 funds tracked by Wall St. Rank hold PFF as of Q4 2025.

  • Bouvel Investment Partners reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2025 after selling out during the quarter.
  • Bouvel Investment Partners sold 110,388 iShares Preferred and Income Securities ETF shares in Q4 2025, an estimated $3.49M.
  • Bouvel Investment Partners first reported a position in iShares Preferred and Income Securities ETF in Q3 2022 and held it in 13 quarters.
  • Bouvel Investment Partners's iShares Preferred and Income Securities ETF position peaked at $3.49M in Q3 2025.
  • 1,010 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2025.

Based on Bouvel Investment Partners's 13F filing for Q4 2025, filed 23 Jan 2026.