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Financial Advocates Investment Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Financial Advocates Investment 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
-7,997
Closed -$245K – 428
2025
Q2 		$245K Sell
7,997
-110,779
-93% -$3.33M 0.02% 545
2025
Q1 		$3.65M Sell
118,776
-6,789
-5% -$214K 0.26% 90
2024
Q4 		$3.95M Buy
125,565
+85,599
+214% +$2.79M 0.22% 96
2024
Q3 		$1.44M Buy
39,966
+7,009
+21% +$226K 0.08% 232
2024
Q2 		$1.05M Buy
32,957
+9,059
+38% +$285K 0.07% 282
2024
Q1 		$774K Sell
23,898
-5,241
-18% -$167K 0.04% 361
2023
Q4 		$1.87M Buy
29,139
+12,755
+78% +$381K 0.12% 185
2023
Q3 		$503K Buy
16,384
+5,810
+55% +$178K 0.04% 410
2023
Q2 		$340K Buy
10,574
+2,275
+27% +$69.6K 0.02% 487
2023
Q1 		$272K Sell
8,299
-46,103
-85% -$1.48M 0.02% 586
2022
Q4 		$1.66M Buy
54,402
+45,747
+529% +$1.42M 0.12% 200
2022
Q3 		$274K Sell
8,655
-53,582
-86% -$1.8M 0.02% 579
2022
Q2 		$2.05M Sell
62,237
-26,516
-30% -$897K 0.17% 147
2022
Q1 		$3.23M Buy
88,753
+63,342
+249% +$2.33M 0.21% 117
2021
Q4 		$915K Sell
25,411
-69,496
-73% -$2.7M 0.06% 338
2021
Q3 		$3.68M Buy
94,907
+28,872
+44% +$1.13M 0.25% 107
2021
Q2 		$2.6M Buy
66,035
+9,729
+17% +$377K 0.17% 143
2021
Q1 		$2.16M Buy
56,306
+36,684
+187% +$1.39M 0.15% 162
2020
Q4 		$779K Sell
19,622
-7,874
-29% -$294K 0.05% 356
2020
Q3 		$1M Buy
27,496
+12,514
+84% +$450K 0.09% 246
2020
Q2 		$564K Buy
14,982
+1,080
+8% +$36.8K 0.05% 338
2020
Q1 		$443K Sell
13,902
-3,476
-20% -$125K 0.06% 294
2019
Q4 		$653K Sell
17,378
-741
-4% -$27.6K 0.07% 271
2019
Q3 		$680K Buy
18,119
+191
+1% +$7.11K 0.08% 240
2019
Q2 		$661K Sell
17,928
-1,646
-8% -$60.3K 0.08% 233
2019
Q1 		$716K Buy
19,574
+165
+0.9% +$5.93K 0.09% 218
2018
Q4 		$664K Sell
19,409
-6,989
-26% -$248K 0.09% 210
2018
Q3 		$980K Sell
26,398
-5,215
-16% -$196K 0.11% 191
2018
Q2 		$1.2M Sell
31,613
-288
-0.9% -$10.7K 0.15% 148
2018
Q1 		$1.2M Sell
31,901
-1,784
-5% -$66.9K 0.16% 140
2017
Q4 		$1.28M Buy
+33,685
New +$1.29M 0.18% 128

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 $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Financial Advocates Investment Management's PFF Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2025, closing a stake of 7,997 shares — an estimated $245K sold.

Financial Advocates Investment Management first reported a position in PFF in Q4 2017 and held it in 31 quarters. The position peaked at $3.95M in Q4 2024. 990 funds tracked by Wall St. Rank hold PFF as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 7,997 iShares Preferred and Income Securities ETF shares in Q3 2025, an estimated $245K.
  • Financial Advocates Investment Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's iShares Preferred and Income Securities ETF position peaked at $3.95M in Q4 2024.
  • 990 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.