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

Evolution 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	$365K	Sell	11,974 -2,090	-15%	-$65.1K	0.04%	127
2026 Q1	$426K	Hold	14,064	–	–	0.04%	116
2025 Q4	$435K	Hold	14,064	–	–	0.04%	109
2025 Q3	$445K	Hold	14,064	–	–	0.06%	107
2025 Q2	$432K	Hold	14,064	–	–	0.06%	107
2025 Q1	$432K	Sell	14,064 -419	-3%	-$13.2K	0.07%	97
2024 Q4	$455K	Hold	14,483	–	–	0.08%	95
2024 Q3	$481K	Hold	14,483	–	–	0.09%	87
2024 Q2	$457K	Buy	14,483 +129	+0.9%	+$4.06K	0.09%	86
2024 Q1	$463K	Hold	14,354	–	–	0.09%	84
2023 Q4	$448K	Hold	14,354	–	–	0.09%	85
2023 Q3	$433K	Hold	14,354	–	–	0.1%	80
2023 Q2	$444K	Buy	14,354 +290	+2%	+$8.87K	0.1%	76
2023 Q1	$439K	Hold	14,064	–	–	0.11%	76
2022 Q4	$429K	Hold	14,064	–	–	0.11%	80
2022 Q3	$445K	Hold	14,064	–	–	0.12%	73
2022 Q2	$462K	Buy	14,064 +2,083	+17%	+$70.5K	0.12%	73
2022 Q1	$436K	Sell	11,981 -8,800	-42%	-$324K	0.09%	77
2021 Q4	$819K	Buy	20,781 +917	+5%	+$35.6K	0.12%	56
2021 Q3	$771K	Hold	19,864	–	–	0.17%	51
2021 Q2	$781K	Hold	19,864	–	–	0.16%	64
2021 Q1	$763K	Buy	19,864 +2,090	+12%	+$79.3K	0.17%	65
2020 Q4	$684K	Buy	+17,774	New	+$664K	0.15%	68

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

Evolution Wealth Advisors's PFF Position: Q2 2026 in Review

Evolution Wealth Advisors reduced its iShares Preferred and Income Securities ETF (PFF) stake by 15% in Q2 2026, selling an estimated $65.1K and leaving 11,974 shares worth $365K. The position accounts for 0.04% of the portfolio, ranked #127.

Evolution Wealth Advisors first reported a position in PFF in Q4 2020 and has held it in 23 quarters since. The position peaked at $819K in Q4 2021. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Evolution Wealth Advisors held 11,974 shares of iShares Preferred and Income Securities ETF worth $365K as of Q2 2026.
Evolution Wealth Advisors sold 2,090 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $65.1K.
iShares Preferred and Income Securities ETF made up 0.04% of Evolution Wealth Advisors's portfolio in Q2 2026, its #127 holding.
Evolution Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and has held it in 23 quarters since.
Evolution Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $819K in Q4 2021.
969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.