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

Evolution Wealth Management’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
Q3 		– Sell
-363
Closed -$11.1K – 660
2025
Q2 		$11.1K Buy
+363
New +$10.9K 0.01% 344

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

Evolution Wealth Management's PFF Position: Q3 2025 in Review

Evolution Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2025, closing a stake of 363 shares — an estimated $11.1K sold.

Evolution Wealth Management first reported a position in PFF in Q2 2025 and held it in 1 quarter. The position peaked at $11.1K in Q2 2025. 987 funds tracked by Wall St. Rank hold PFF as of Q3 2025.

  • Evolution Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2025 after selling out during the quarter.
  • Evolution Wealth Management sold 363 iShares Preferred and Income Securities ETF shares in Q3 2025, an estimated $11.1K.
  • Evolution Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q2 2025 and held it in 1 quarter.
  • Evolution Wealth Management's iShares Preferred and Income Securities ETF position peaked at $11.1K in Q2 2025.
  • 987 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2025.

Based on Evolution Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.