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

Element Wealth’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 Q1	–	Sell	-678	Closed	-$21.3K	–	247
2024 Q4	$21.3K	Buy	678 +7	+1%	+$229	0.01%	226
2024 Q3	$22.3K	Buy	671 +6	+0.9%	+$193	0.01%	221
2024 Q2	$21K	Buy	665 +318	+92%	+$10K	0.01%	216
2024 Q1	$11.2K	Sell	347 -4	-1%	-$128	0.01%	231
2023 Q4	$11K	Buy	351 +8	+2%	+$239	0.01%	220
2023 Q3	$10.3K	Buy	343 +6	+2%	+$183	0.01%	210
2023 Q2	$10.5K	Buy	337 +5	+2%	+$153	0.01%	206
2023 Q1	$10.4K	Sell	332 -593	-64%	-$19K	0.01%	185
2022 Q4	$28.2K	Sell	925 -888	-49%	-$27.6K	0.02%	158
2022 Q3	$57K	Buy	1,813 +24	+1%	+$804	0.05%	141
2022 Q2	$59K	Buy	1,789 +21	+1%	+$711	0.06%	136
2022 Q1	$64K	Sell	1,768 -49	-3%	-$1.8K	0.05%	149
2021 Q4	$72K	Sell	1,817 -104	-5%	-$4.04K	0.05%	130
2021 Q3	$75K	Buy	1,921 +21	+1%	+$824	0.06%	123
2021 Q2	$75K	Buy	1,900 +23	+1%	+$891	0.06%	119
2021 Q1	$72K	Buy	1,877 +15	+0.8%	+$569	0.06%	118
2020 Q4	$72K	Buy	1,862 +25	+1%	+$934	0.07%	115
2020 Q3	$67K	Buy	1,837 +25	+1%	+$900	0.07%	107
2020 Q2	$63K	Buy	1,812 +29	+2%	+$988	0.07%	101
2020 Q1	$57K	Buy	1,783 +15	+0.8%	+$538	0.08%	93
2019 Q4	$66K	Buy	+1,768	New	+$66K	0.07%	87

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Element Wealth's PFF Position: Q1 2025 in Review

Element Wealth sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2025, closing a stake of 678 shares — an estimated $21.3K sold.

Element Wealth first reported a position in PFF in Q4 2019 and held it in 21 quarters. The position peaked at $75K in Q3 2021. 1,025 funds tracked by Wall St. Rank hold PFF as of Q1 2025.

Element Wealth reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2025 after selling out during the quarter.
Element Wealth sold 678 iShares Preferred and Income Securities ETF shares in Q1 2025, an estimated $21.3K.
Element Wealth first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and held it in 21 quarters.
Element Wealth's iShares Preferred and Income Securities ETF position peaked at $75K in Q3 2021.
1,025 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.