CFO4Life Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

CFO4Life Group’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 Q2	$274K	Buy	8,975 +113	+1%	+$3.52K	0.04%	190
2026 Q1	$269K	Buy	8,862 +48	+0.5%	+$1.5K	0.04%	173
2025 Q4	$273K	Buy	8,814 +105	+1%	+$3.27K	0.04%	188
2025 Q3	$275K	Buy	8,709 +64	+0.7%	+$2.01K	0.04%	179
2025 Q2	$265K	Buy	+8,645	New	+$260K	0.04%	180

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 22.96% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CFO4Life Group's PFF Position: Q2 2026 in Review

CFO4Life Group increased its iShares Preferred and Income Securities ETF (PFF) stake by 1.3% in Q2 2026, buying an estimated $3.52K and bringing the position to 8,975 shares worth $274K. The position accounts for 0.04% of the portfolio, ranked #190.

CFO4Life Group first reported a position in PFF in Q2 2025 and has held it in 5 quarters since. The position peaked at $275K in Q3 2025. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

CFO4Life Group held 8,975 shares of iShares Preferred and Income Securities ETF worth $274K as of Q2 2026.
CFO4Life Group bought 113 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $3.52K.
iShares Preferred and Income Securities ETF made up 0.04% of CFO4Life Group's portfolio in Q2 2026, its #190 holding.
CFO4Life Group first reported a position in iShares Preferred and Income Securities ETF in Q2 2025 and has held it in 5 quarters since.
CFO4Life Group's iShares Preferred and Income Securities ETF position peaked at $275K in Q3 2025.
969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.