Dynamic Wealth Strategies’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Dynamic Wealth Strategies’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 Q3	$73.4K	Sell	2,489 -6,492	-72%	-$197K	0.04%	132
2026 Q2	$274K	Sell	8,981 -6,719	-43%	-$209K	0.15%	69
2026 Q1	$476K	Buy	15,700 +341	+2%	+$10.7K	0.28%	46
2025 Q4	$476K	Sell	15,359 -10,964	-42%	-$341K	0.28%	44
2025 Q3	$832K	Sell	26,323 -43,090	-62%	-$1.35M	0.56%	32
2025 Q2	$2.13M	Buy	69,413 +10,595	+18%	+$319K	1.53%	16
2025 Q1	$1.81M	Buy	58,818 +1,047	+2%	+$33K	1.5%	17
2024 Q4	$1.82M	Buy	57,771 +2,956	+5%	+$96.5K	1.62%	18
2024 Q3	$1.82M	Buy	54,815 +2,283	+4%	+$73.5K	1.49%	18
2024 Q2	$1.66M	Buy	52,532 +24	+0%	+$755	1.42%	18
2024 Q1	$1.69M	Buy	52,508 +9,676	+23%	+$308K	1.45%	18
2023 Q4	$1.34M	Buy	+42,832	New	+$1.28M	1.23%	18

Other funds holding PFF

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

Dynamic Wealth Strategies's PFF Position: Q3 2026 in Review

Dynamic Wealth Strategies reduced its iShares Preferred and Income Securities ETF (PFF) stake by 72% in Q3 2026, selling an estimated $197K and leaving 2,489 shares worth $73.4K. The position accounts for 0.04% of the portfolio, ranked #132.

Dynamic Wealth Strategies first reported a position in PFF in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.13M in Q2 2025. 266 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

Dynamic Wealth Strategies held 2,489 shares of iShares Preferred and Income Securities ETF worth $73.4K as of Q3 2026.
Dynamic Wealth Strategies sold 6,492 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $197K.
iShares Preferred and Income Securities ETF made up 0.04% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #132 holding.
Dynamic Wealth Strategies first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and has held it in 12 quarters since.
Dynamic Wealth Strategies's iShares Preferred and Income Securities ETF position peaked at $2.13M in Q2 2025.
266 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.