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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$416K Sell
14,090
-560
-4% -$17K 0.22% 76
2026
Q2
$447K Buy
14,650
+125
+0.9% +$3.89K 0.23% 75
2026
Q1
$440K Sell
14,525
-61,197
-81% -$1.92M 0.26% 68
2025
Q4
$2.34M Sell
75,722
-27,213
-26% -$847K 1.32% 17
2025
Q3
$3.27M Buy
102,935
+9,284
+10% +$292K 1.9% 13
2025
Q2
$3M Buy
93,651
+4,375
+5% +$132K 1.92% 13
2025
Q1
$2.74M Buy
89,276
+33,170
+59% +$1.05M 1.99% 13
2024
Q4
$1.76M Buy
56,106
+2,195
+4% +$71.7K 1.28% 21
2024
Q3
$1.79M Buy
53,911
+807
+2% +$26K 1.33% 18
2024
Q2
$1.68M Buy
53,104
+2,500
+5% +$78.7K 1.35% 18
2024
Q1
$1.63M Buy
50,604
+15,494
+44% +$494K 1.41% 16
2023
Q4
$1.1M Buy
+35,110
New +$1.05M 1.02% 22

Other funds holding PFF

Emergent Wealth Advisors's PFF Position: Q3 2026 in Review

Emergent Wealth Advisors reduced its iShares Preferred and Income Securities ETF (PFF) stake by 3.8% in Q3 2026, selling an estimated $17K and leaving 14,090 shares worth $416K. The position accounts for 0.22% of the portfolio, ranked #76.

Emergent Wealth Advisors first reported a position in PFF in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.27M in Q3 2025. 574 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

  • Emergent Wealth Advisors held 14,090 shares of iShares Preferred and Income Securities ETF worth $416K as of Q3 2026.
  • Emergent Wealth Advisors sold 560 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $17K.
  • iShares Preferred and Income Securities ETF made up 0.22% of Emergent Wealth Advisors's portfolio in Q3 2026, its #76 holding.
  • Emergent Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and has held it in 12 quarters since.
  • Emergent Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $3.27M in Q3 2025.
  • 574 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Emergent Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.