Econ Financial Services’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Econ Financial Services’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	-80,353	Closed	-$2.54M	–	95
2025 Q3	$2.54M	Sell	80,353 -1,170	-1%	-$36.8K	1.27%	27
2025 Q2	$2.5M	Sell	81,523 -8,554	-9%	-$257K	1.29%	22
2025 Q1	$2.77M	Buy	90,077 +1,769	+2%	+$55.8K	1.47%	15
2024 Q4	$2.78M	Buy	+88,308	New	+$2.88M	1.59%	16
2023 Q3	–	Sell	-75,438	Closed	-$2.33M	–	93
2023 Q2	$2.33M	Sell	75,438 -1,436	-2%	-$43.9K	1.65%	22
2023 Q1	$2.4M	Buy	+76,874	New	+$2.47M	1.82%	19
2022 Q1	–	Sell	-85	Closed	-$3K	–	184
2021 Q4	$3K	Buy	+85	New	+$3.3K	﹤0.01%	169

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Econ Financial Services's PFF Position: Q4 2025 in Review

Econ Financial Services sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2025, closing a stake of 80,353 shares — an estimated $2.54M sold.

Econ Financial Services first reported a position in PFF in Q4 2021 and held it in 7 quarters. The position peaked at $2.78M in Q4 2024. 1,010 funds tracked by Wall St. Rank hold PFF as of Q4 2025.

Econ Financial Services reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2025 after selling out during the quarter.
Econ Financial Services sold 80,353 iShares Preferred and Income Securities ETF shares in Q4 2025, an estimated $2.54M.
Econ Financial Services first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and held it in 7 quarters.
Econ Financial Services's iShares Preferred and Income Securities ETF position peaked at $2.78M in Q4 2024.
1,010 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2025.

Based on Econ Financial Services's 13F filing for Q4 2025, filed 15 Jan 2026.