CW
PFF icon

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
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