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

Denver 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 Q2	–	Sell	-6,821	Closed	-$210K	–	90
2025 Q1	$210K	Sell	6,821 -159	-2%	-$5.01K	0.1%	83
2024 Q4	$219K	Buy	6,980 +83	+1%	+$2.71K	0.1%	80
2024 Q3	$229K	Buy	+6,897	New	+$222K	0.11%	83
2022 Q3	–	Sell	-6,138	Closed	-$202K	–	57
2022 Q2	$202K	Buy	+6,138	New	+$208K	0.21%	50
2021 Q4	$228K	Buy	+5,786	New	+$225K	0.22%	40
2021 Q1	$224K	Buy	+6,138	New	+$233K	0.24%	44

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Denver Wealth Management's PFF Position: Q2 2025 in Review

Denver Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2025, closing a stake of 6,821 shares — an estimated $210K sold.

Denver Wealth Management first reported a position in PFF in Q1 2021 and held it in 6 quarters. The position peaked at $229K in Q3 2024. 988 funds tracked by Wall St. Rank hold PFF as of Q2 2025.

Denver Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2025 after selling out during the quarter.
Denver Wealth Management sold 6,821 iShares Preferred and Income Securities ETF shares in Q2 2025, an estimated $210K.
Denver Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2021 and held it in 6 quarters.
Denver Wealth Management's iShares Preferred and Income Securities ETF position peaked at $229K in Q3 2024.
988 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2025.

Based on Denver Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.