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

Crowley 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
-300
Closed -$9.49K – 253
2025
Q3 		$9.49K Hold
300
– – 0.01% 284
2025
Q2 		$9.2K Hold
300
– – 0.01% 275
2025
Q1 		$9.22K Hold
300
– – 0.01% 266
2024
Q4 		$9.43K Buy
+300
New +$9.79K 0.01% 272

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
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Crowley Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2025, closing a stake of 300 shares — an estimated $9.49K sold.

Crowley Wealth Management first reported a position in PFF in Q4 2024 and held it in 4 quarters. The position peaked at $9.49K in Q3 2025. 1,010 funds tracked by Wall St. Rank hold PFF as of Q4 2025.

  • Crowley Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 300 iShares Preferred and Income Securities ETF shares in Q4 2025, an estimated $9.49K.
  • Crowley Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's iShares Preferred and Income Securities ETF position peaked at $9.49K in Q3 2025.
  • 1,010 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.