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Curran Financial Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Curran Financial Partners’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
-29,215
Closed -$924K – 137
2025
Q3 		$924K Sell
29,215
-41,943
-59% -$1.32M 0.18% 69
2025
Q2 		$2.18M Sell
71,158
-131,749
-65% -$3.97M 0.48% 46
2025
Q1 		$6.24M Buy
202,907
+22,952
+13% +$724K 1.53% 23
2024
Q4 		$5.66M Buy
179,955
+18,272
+11% +$597K 1.49% 22
2024
Q3 		$5.37M Buy
161,683
+9,345
+6% +$301K 1.53% 24
2024
Q2 		$4.81M Buy
152,338
+5,365
+4% +$169K 1.61% 21
2024
Q1 		$4.74M Buy
146,973
+3,117
+2% +$99.4K 1.65% 20
2023
Q4 		$4.56M Buy
143,856
+8,015
+6% +$239K 1.75% 21
2023
Q3 		$4.1M Buy
135,841
+6,950
+5% +$212K 1.79% 21
2023
Q2 		$3.99M Buy
128,891
+9,887
+8% +$303K 1.73% 22
2023
Q1 		$3.72M Buy
119,004
+13,752
+13% +$442K 1.76% 22
2022
Q4 		$3.21M Buy
105,252
+12,219
+13% +$380K 1.55% 25
2022
Q3 		$2.95M Buy
93,033
+12,425
+15% +$416K 1.49% 21
2022
Q2 		$2.65M Buy
80,608
+20,832
+35% +$705K 1.25% 21
2022
Q1 		$2.18M Buy
59,776
+11,154
+23% +$410K 0.89% 32
2021
Q4 		$1.92M Buy
48,622
+5,096
+12% +$198K 0.81% 29
2021
Q3 		$1.69M Buy
43,526
+14,344
+49% +$563K 0.86% 31
2021
Q2 		$1.15M Buy
29,182
+20,791
+248% +$805K 0.63% 33
2021
Q1 		$322K Buy
+8,391
New +$318K 0.23% 46

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

Curran Financial Partners's PFF Position: Q4 2025 in Review

Curran Financial Partners sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2025, closing a stake of 29,215 shares — an estimated $924K sold.

Curran Financial Partners first reported a position in PFF in Q1 2021 and held it in 19 quarters. The position peaked at $6.24M in Q1 2025. 1,010 funds tracked by Wall St. Rank hold PFF as of Q4 2025.

  • Curran Financial Partners reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2025 after selling out during the quarter.
  • Curran Financial Partners sold 29,215 iShares Preferred and Income Securities ETF shares in Q4 2025, an estimated $924K.
  • Curran Financial Partners first reported a position in iShares Preferred and Income Securities ETF in Q1 2021 and held it in 19 quarters.
  • Curran Financial Partners's iShares Preferred and Income Securities ETF position peaked at $6.24M in Q1 2025.
  • 1,010 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2025.

Based on Curran Financial Partners's 13F filing for Q4 2025, filed 22 Jan 2026.