Fiduciary Alliance’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Fiduciary Alliance’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 Q3	$427K	Sell	14,462 -16,047	-53%	-$487K	0.03%	345
2026 Q2	$930K	Buy	30,509 +2,169	+8%	+$67.6K	0.06%	276
2026 Q1	$889K	Buy	28,340 +247	+0.9%	+$7.73K	0.05%	277
2025 Q4	$870K	Buy	28,093 +4,451	+19%	+$139K	0.06%	257
2025 Q3	$748K	Buy	+23,642	New	+$743K	0.05%	275
2023 Q3	–	Sell	-71	Closed	-$2.2K	–	706
2023 Q2	$2.2K	Buy	+71	New	+$2.17K	﹤0.01%	794
2023 Q1	–	Sell	-276	Closed	-$8.43K	–	646
2022 Q4	$8.43K	Buy	+276	New	+$8.58K	﹤0.01%	442

Other funds holding PFF

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Fiduciary Alliance's PFF Position: Q3 2026 in Review

Fiduciary Alliance reduced its iShares Preferred and Income Securities ETF (PFF) stake by 53% in Q3 2026, selling an estimated $487K and leaving 14,462 shares worth $427K. The position accounts for 0.03% of the portfolio, ranked #345.

Fiduciary Alliance first reported a position in PFF in Q4 2022 and has held it in 7 quarters since. The position peaked at $930K in Q2 2026. 215 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

Fiduciary Alliance held 14,462 shares of iShares Preferred and Income Securities ETF worth $427K as of Q3 2026.
Fiduciary Alliance sold 16,047 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $487K.
iShares Preferred and Income Securities ETF made up 0.03% of Fiduciary Alliance's portfolio in Q3 2026, its #345 holding.
Fiduciary Alliance first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and has held it in 7 quarters since.
Fiduciary Alliance's iShares Preferred and Income Securities ETF position peaked at $930K in Q2 2026.
215 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.