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

Elevation Wealth Partners’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 		$19.8K Hold
670
– – 0.01% 686
2026
Q2 		$20.4K Hold
670
– – 0.01% 585
2026
Q1 		$20.3K Hold
670
– – 0.01% 367
2025
Q4 		$20.7K Sell
670
-690
-51% -$21.5K 0.01% 364
2025
Q3 		$43K Sell
1,360
-191
-12% -$6.01K 0.02% 260
2025
Q2 		$47.6K Hold
1,551
– – 0.02% 241
2025
Q1 		$47.7K Hold
1,551
– – 0.02% 229
2024
Q4 		$48.8K Sell
1,551
-1,717
-53% -$56.1K 0.02% 232
2024
Q3 		$109K Hold
3,268
– – 0.05% 156
2024
Q2 		$103K Hold
3,268
– – 0.05% 156
2024
Q1 		$105K Sell
3,268
-1,500
-31% -$47.8K 0.05% 156
2023
Q4 		$144K Buy
+4,768
New +$142K 0.09% 122

Other funds holding PFF

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
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

Elevation Wealth Partners's PFF Position: Q3 2026 in Review

Elevation Wealth Partners held its iShares Preferred and Income Securities ETF (PFF) position steady in Q3 2026 at 670 shares worth $19.8K. The position accounts for 0.01% of the portfolio, ranked #686.

Elevation Wealth Partners first reported a position in PFF in Q4 2023 and has held it in 12 quarters since. The position peaked at $144K in Q4 2023. 57 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

  • Elevation Wealth Partners held 670 shares of iShares Preferred and Income Securities ETF worth $19.8K as of Q3 2026.
  • Elevation Wealth Partners left its iShares Preferred and Income Securities ETF share count unchanged in Q3 2026.
  • iShares Preferred and Income Securities ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #686 holding.
  • Elevation Wealth Partners first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and has held it in 12 quarters since.
  • Elevation Wealth Partners's iShares Preferred and Income Securities ETF position peaked at $144K in Q4 2023.
  • 57 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.