Eclectic Associates’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Eclectic Associates’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	–	Sell	-15,441	Closed	-$471K	–	167
2026 Q2	$471K	Sell	15,441 -220	-1%	-$6.85K	0.05%	105
2026 Q1	$475K	Buy	15,661 +1,378	+10%	+$43.1K	0.06%	102
2025 Q4	$442K	Buy	14,283 +731	+5%	+$22.8K	0.07%	98
2025 Q3	$429K	Buy	13,552 +25	+0.2%	+$786	0.08%	87
2025 Q2	$415K	Buy	13,527 +27	+0.2%	+$813	0.09%	86
2025 Q1	$415K	Sell	13,500 -205	-1%	-$6.46K	0.11%	86
2024 Q4	$431K	Buy	13,705 +280	+2%	+$9.14K	0.13%	89
2024 Q3	$446K	Buy	13,425 +204	+2%	+$6.56K	0.18%	70
2024 Q2	$417K	Buy	13,221 +197	+2%	+$6.2K	0.19%	60
2024 Q1	$420K	Buy	13,024 +1,728	+15%	+$55.1K	0.19%	61
2023 Q4	$352K	Buy	11,296 +1,602	+17%	+$47.9K	0.17%	61
2023 Q3	$292K	Buy	9,694 +896	+10%	+$27.4K	0.15%	62
2023 Q2	$272K	Buy	+8,798	New	+$269K	0.13%	65

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

IFA

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

CFO

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

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

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

CAP

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Eclectic Associates's PFF Position: Q3 2026 in Review

Eclectic Associates sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2026, closing a stake of 15,441 shares — an estimated $471K sold.

Eclectic Associates first reported a position in PFF in Q2 2023 and held it in 13 quarters. The position peaked at $475K in Q1 2026. 180 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

Eclectic Associates reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2026 after selling out during the quarter.
Eclectic Associates sold 15,441 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $471K.
Eclectic Associates first reported a position in iShares Preferred and Income Securities ETF in Q2 2023 and held it in 13 quarters.
Eclectic Associates's iShares Preferred and Income Securities ETF position peaked at $475K in Q1 2026.
180 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.