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

Elevate Wealth Advisory’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 Q3	–	Sell	-92	Closed	-$2.82K	–	129
2025 Q2	$2.82K	Hold	92	–	–	﹤0.01%	131
2025 Q1	$2.83K	Buy	+92	New	+$2.9K	﹤0.01%	128

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 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

Elevate Wealth Advisory's PFF Position: Q3 2025 in Review

Elevate Wealth Advisory sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2025, closing a stake of 92 shares — an estimated $2.82K sold.

Elevate Wealth Advisory first reported a position in PFF in Q1 2025 and held it in 2 quarters. The position peaked at $2.83K in Q1 2025. 990 funds tracked by Wall St. Rank hold PFF as of Q3 2025.

Elevate Wealth Advisory reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2025 after selling out during the quarter.
Elevate Wealth Advisory sold 92 iShares Preferred and Income Securities ETF shares in Q3 2025, an estimated $2.82K.
Elevate Wealth Advisory first reported a position in iShares Preferred and Income Securities ETF in Q1 2025 and held it in 2 quarters.
Elevate Wealth Advisory's iShares Preferred and Income Securities ETF position peaked at $2.83K in Q1 2025.
990 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2025.

Based on Elevate Wealth Advisory's 13F filing for Q3 2025, filed 24 Oct 2025.