Envestnet Portfolio Solutions’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Envestnet Portfolio Solutions’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	$12.2M	Sell	400,314 -82,771	-17%	-$2.58M	0.06%	189
2026 Q1	$14.6M	Sell	483,085 -23,053	-5%	-$722K	0.08%	148
2025 Q4	$15.7M	Buy	506,138 +69,454	+16%	+$2.16M	0.06%	176
2025 Q3	$13.8M	Sell	436,684 -11,152	-2%	-$351K	0.05%	189
2025 Q2	$13.7M	Sell	447,836 -33,011	-7%	-$994K	0.05%	183
2025 Q1	$14.8M	Sell	480,847 -15,563	-3%	-$491K	0.06%	166
2024 Q4	$15.6M	Sell	496,410 -23,590	-5%	-$770K	0.05%	172
2024 Q3	$17.3M	Buy	520,000 +362,925	+231%	+$11.7M	0.06%	164
2024 Q2	$4.96M	Sell	157,075 -53,715	-25%	-$1.69M	0.02%	370
2024 Q1	$6.79M	Buy	210,790 +69,800	+50%	+$2.23M	0.03%	311
2023 Q4	$4.4M	Buy	140,990 +38,190	+37%	+$1.14M	0.02%	361
2023 Q3	$3.1M	Buy	+102,800	New	+$3.14M	0.01%	425

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Portfolio Solutions's PFF Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its iShares Preferred and Income Securities ETF (PFF) stake by 17% in Q2 2026, selling an estimated $2.58M and leaving 400,314 shares worth $12.2M. The position accounts for 0.06% of the portfolio, ranked #189.

Envestnet Portfolio Solutions first reported a position in PFF in Q3 2023 and has held it in 12 quarters since. The position peaked at $17.3M in Q3 2024. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Envestnet Portfolio Solutions held 400,314 shares of iShares Preferred and Income Securities ETF worth $12.2M as of Q2 2026.
Envestnet Portfolio Solutions sold 82,771 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $2.58M.
iShares Preferred and Income Securities ETF made up 0.06% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #189 holding.
Envestnet Portfolio Solutions first reported a position in iShares Preferred and Income Securities ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's iShares Preferred and Income Securities ETF position peaked at $17.3M in Q3 2024.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.