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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
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

FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Elevation Wealth Partners's PFF Position: Q2 2026 in Review

Elevation Wealth Partners held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 670 shares worth $20.4K. The position accounts for 0.01% of the portfolio, ranked #585.

Elevation Wealth Partners first reported a position in PFF in Q4 2023 and has held it in 11 quarters since. The position peaked at $144K in Q4 2023. 432 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Elevation Wealth Partners held 670 shares of iShares Preferred and Income Securities ETF worth $20.4K as of Q2 2026.
  • Elevation Wealth Partners left its iShares Preferred and Income Securities ETF share count unchanged in Q2 2026.
  • iShares Preferred and Income Securities ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #585 holding.
  • Elevation Wealth Partners first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and has held it in 11 quarters since.
  • Elevation Wealth Partners's iShares Preferred and Income Securities ETF position peaked at $144K in Q4 2023.
  • 432 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.