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

Evoke Wealth’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
2025
Q4 		– Sell
-44,233
Closed -$1.4M – 724
2025
Q3 		$1.4M Buy
+44,233
New +$1.39M 0.03% 213
2025
Q2 		– Sell
-6,686
Closed -$205K – 614
2025
Q1 		$205K Buy
6,686
+56
+0.8% +$1.76K 0.01% 419
2024
Q4 		$208K Sell
6,630
-11,397
-63% -$372K 0.01% 404
2024
Q3 		$599K Buy
+18,027
New +$580K 0.02% 232
2024
Q2 		– Sell
-18,377
Closed -$592K – 312
2024
Q1 		$592K Buy
+18,377
New +$586K 0.02% 224
2023
Q4 		– Sell
-45,873
Closed -$1.38M – 281
2023
Q3 		$1.38M Buy
45,873
+23,332
+104% +$713K 0.05% 148
2023
Q2 		$697K Buy
22,541
+115
+0.5% +$3.52K 0.02% 192
2023
Q1 		$700K Buy
22,426
+76
+0.3% +$2.44K 0.03% 186
2022
Q4 		$682K Buy
22,350
+8,250
+59% +$257K 0.02% 189
2022
Q3 		$447K Hold
14,100
– – 0.02% 220
2022
Q2 		$464K Hold
14,100
– – 0.02% 227
2022
Q1 		$514K Sell
14,100
-900
-6% -$33.1K 0.02% 232
2021
Q4 		$591K Buy
15,000
+700
+5% +$27.2K 0.02% 224
2021
Q3 		$554K Buy
14,300
+1,900
+15% +$74.5K 0.02% 220
2021
Q2 		$488K Buy
12,400
+3,700
+43% +$143K 0.02% 238
2021
Q1 		$334K Hold
8,700
– – 0.02% 250
2020
Q4 		$335K Buy
8,700
+7,800
+867% +$291K 0.02% 185
2020
Q3 		$33K Sell
900
-708
-44% -$25.5K ﹤0.01% 413
2020
Q2 		$56K Hold
1,608
– – 0.01% 338
2020
Q1 		$51.2K Buy
+1,608
New +$57.7K 0.01% 342
2019
Q4 		– Sell
-2,499
Closed -$93.8K – 1411
2019
Q3 		$93.8K Buy
+2,499
New +$93K 0.01% 377

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Evoke Wealth's PFF Position: Q4 2025 in Review

Evoke Wealth sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2025, closing a stake of 44,233 shares — an estimated $1.4M sold.

Evoke Wealth first reported a position in PFF in Q3 2019 and held it in 21 quarters. The position peaked at $1.4M in Q3 2025. 1,010 funds tracked by Wall St. Rank hold PFF as of Q4 2025.

  • Evoke Wealth reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2025 after selling out during the quarter.
  • Evoke Wealth sold 44,233 iShares Preferred and Income Securities ETF shares in Q4 2025, an estimated $1.4M.
  • Evoke Wealth first reported a position in iShares Preferred and Income Securities ETF in Q3 2019 and held it in 21 quarters.
  • Evoke Wealth's iShares Preferred and Income Securities ETF position peaked at $1.4M in Q3 2025.
  • 1,010 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2025.

Based on Evoke Wealth's 13F filing for Q4 2025, filed 6 Feb 2026.