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

Cornerstone Wealth Management’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	-6,383	Closed	-$202K	–	709
2025 Q3	$202K	Buy	+6,383	New	+$201K	0.01%	652
2020 Q1	–	Sell	-5,315	Closed	-$200K	–	367
2019 Q4	$200K	Sell	5,315 -895	-14%	-$33.4K	0.03%	333
2019 Q3	$233K	Sell	6,210 -383	-6%	-$14.3K	0.04%	304
2019 Q2	$247K	Sell	6,593 -116	-2%	-$4.25K	0.04%	308
2019 Q1	$946K	Sell	6,709 -1,410	-17%	-$50.7K	0.11%	189
2018 Q4	$275K	Sell	8,119 -511,319	-98%	-$18.1M	0.06%	270
2018 Q3	$13.6M	Buy	519,438 +63,552	+14%	+$2.38M	0.17%	134
2018 Q2	$12M	Buy	455,886 +442,724	+3,364%	+$16.5M	0.14%	162
2018 Q1	$498K	Sell	13,162 -559	-4%	-$21K	0.1%	217
2017 Q4	$528K	Buy	13,721 +166	+1%	+$6.37K	0.1%	204
2017 Q3	$521K	Buy	13,555 +2,123	+19%	+$82.7K	0.11%	193
2017 Q2	$454K	Buy	11,432 +1,436	+14%	+$55.9K	0.1%	198
2017 Q1	$395K	Sell	9,996 -401	-4%	-$15.3K	0.1%	204
2016 Q4	$390K	Sell	10,397 -1,058	-9%	-$40.2K	0.13%	160
2016 Q3	$449K	Buy	+11,455	New	+$457K	0.17%	130
2016 Q1	$363K	Buy	+9,269	New	+$354K	0.28%	62

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cornerstone Wealth Management's PFF Position: Q4 2025 in Review

Cornerstone Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2025, closing a stake of 6,383 shares — an estimated $202K sold.

Cornerstone Wealth Management first reported a position in PFF in Q1 2016 and held it in 16 quarters. The position peaked at $13.6M in Q3 2018. 1,005 funds tracked by Wall St. Rank hold PFF as of Q4 2025.

Cornerstone Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2025 after selling out during the quarter.
Cornerstone Wealth Management sold 6,383 iShares Preferred and Income Securities ETF shares in Q4 2025, an estimated $202K.
Cornerstone Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2016 and held it in 16 quarters.
Cornerstone Wealth Management's iShares Preferred and Income Securities ETF position peaked at $13.6M in Q3 2018.
1,005 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2025.

Based on Cornerstone Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.