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

Compass 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
2026
Q1 		– Sell
-1,158
Closed -$35.9K – 204
2025
Q4 		$35.9K Buy
1,158
+21
+2% +$654 0.02% 120
2025
Q3 		$35.9K Buy
1,137
+18
+2% +$566 0.02% 124
2025
Q2 		$34.3K Buy
1,119
+19
+2% +$572 0.02% 120
2025
Q1 		$33.8K Buy
1,100
+12
+1% +$378 0.02% 106
2024
Q4 		$34.2K Buy
+1,088
New +$35.5K 0.02% 82

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
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Compass Financial Services's PFF Position: Q1 2026 in Review

Compass Financial Services sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2026, closing a stake of 1,158 shares — an estimated $35.9K sold.

Compass Financial Services first reported a position in PFF in Q4 2024 and held it in 5 quarters. The position peaked at $35.9K in Q3 2025. 975 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • Compass Financial Services reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 1,158 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $35.9K.
  • Compass Financial Services first reported a position in iShares Preferred and Income Securities ETF in Q4 2024 and held it in 5 quarters.
  • Compass Financial Services's iShares Preferred and Income Securities ETF position peaked at $35.9K in Q3 2025.
  • 975 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.