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

Emergent Wealth Advisors’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	$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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Kentucky Trust Company Danville, Kentucky $208M AUM 32.13% 1-Year Est. Return