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

Channel Wealth’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	-6,394	Closed	-$202K	–	180
2025 Q3	$202K	Buy	+6,394	New	+$201K	0.05%	165
2024 Q3	–	Sell	-42,973	Closed	-$1.36M	–	175
2024 Q2	$1.36M	Sell	42,973 -34,332	-44%	-$1.08M	0.49%	55
2024 Q1	$2.49M	Buy	77,305 +3,180	+4%	+$101K	1%	36
2023 Q4	$2.31M	Sell	74,125 -287	-0.4%	-$8.57K	1.09%	31
2023 Q3	$2.24M	Buy	74,412 +19,421	+35%	+$594K	1.26%	25
2023 Q2	$1.7M	Buy	54,991 +29,218	+113%	+$894K	0.98%	26
2023 Q1	$805K	Buy	+25,773	New	+$828K	0.52%	64

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Channel Wealth's PFF Position: Q4 2025 in Review

Channel Wealth sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2025, closing a stake of 6,394 shares — an estimated $202K sold.

Channel Wealth first reported a position in PFF in Q1 2023 and held it in 7 quarters. The position peaked at $2.49M in Q1 2024. 1,010 funds tracked by Wall St. Rank hold PFF as of Q4 2025.

Channel Wealth reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2025 after selling out during the quarter.
Channel Wealth sold 6,394 iShares Preferred and Income Securities ETF shares in Q4 2025, an estimated $202K.
Channel Wealth first reported a position in iShares Preferred and Income Securities ETF in Q1 2023 and held it in 7 quarters.
Channel Wealth's iShares Preferred and Income Securities ETF position peaked at $2.49M in Q1 2024.
1,010 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2025.

Based on Channel Wealth's 13F filing for Q4 2025, filed 3 Feb 2026.