CFS
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CGC Financial Services’s iShares Preferred and Income Securities ETF PFF Stock Holding History

CGC Financial Services’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
-694
Closed -$21.9K – 349
2025
Q3 		$21.9K Buy
+694
New +$21.8K 0.01% 179
2025
Q2 		– Sell
-35
Closed -$1.08K – 345
2025
Q1 		$1.08K Hold
35
– – ﹤0.01% 292
2024
Q4 		$1.1K Hold
35
– – ﹤0.01% 301
2024
Q3 		$1.16K Hold
35
– – ﹤0.01% 296
2024
Q2 		$1.1K Sell
35
-876
-96% -$27.6K ﹤0.01% 296
2024
Q1 		$29.3K Hold
911
– – 0.02% 132
2023
Q4 		$28.4K Hold
911
– – 0.01% 142
2023
Q3 		$27.5K Hold
911
– – 0.02% 121
2023
Q2 		$28.2K Buy
+911
New +$27.9K 0.02% 123

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return