Ethos Financial Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Ethos Financial Group’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	$974K	Hold	32,357	–	–	0.07%	232
2026 Q1	$981K	Buy	32,357 +2,090	+7%	+$65.4K	0.07%	203
2025 Q4	$937K	Buy	30,267 +4,317	+17%	+$134K	0.07%	201
2025 Q3	$821K	Buy	25,950 +5,178	+25%	+$163K	0.06%	202
2025 Q2	$637K	Buy	20,772 +500	+2%	+$15.1K	0.05%	231
2025 Q1	$637K	Hold	20,272	–	–	0.06%	201
2024 Q4	$637K	Buy	20,272 +4,700	+30%	+$153K	0.08%	139
2024 Q3	$517K	Sell	15,572 -5,646	-27%	-$182K	0.09%	129
2024 Q2	$669K	Buy	21,218 +3,145	+17%	+$99K	0.12%	108
2024 Q1	$582K	Buy	18,073 +5,678	+46%	+$181K	0.11%	132
2023 Q4	$386K	Buy	12,395 +1,440	+13%	+$43K	0.08%	163
2023 Q3	$330K	Buy	10,955 +1,233	+13%	+$37.7K	0.09%	125
2023 Q2	$302K	Hold	9,722	–	–	0.1%	102
2023 Q1	$302K	Sell	9,722 -7	-0.1%	-$225	0.09%	121
2022 Q4	$295K	Buy	+9,729	New	+$303K	0.1%	106

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

Ethos Financial Group's PFF Position: Q2 2026 in Review

Ethos Financial Group held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 32,357 shares worth $974K. The position accounts for 0.07% of the portfolio, ranked #232.

Ethos Financial Group first reported a position in PFF in Q4 2022 and has held it in 15 quarters since. The position peaked at $981K in Q1 2026. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Ethos Financial Group held 32,357 shares of iShares Preferred and Income Securities ETF worth $974K as of Q2 2026.
Ethos Financial Group left its iShares Preferred and Income Securities ETF share count unchanged in Q2 2026.
iShares Preferred and Income Securities ETF made up 0.07% of Ethos Financial Group's portfolio in Q2 2026, its #232 holding.
Ethos Financial Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and has held it in 15 quarters since.
Ethos Financial Group's iShares Preferred and Income Securities ETF position peaked at $981K in Q1 2026.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.