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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return