Financial Counselors Inc’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Financial Counselors Inc’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 Q2	–	Sell	-33,234	Closed	-$1.02M	–	396
2025 Q1	$1.02M	Buy	33,234 +490	+1%	+$15.4K	0.02%	332
2024 Q4	$1.03M	Buy	32,744 +7,469	+30%	+$244K	0.02%	330
2024 Q3	$840K	Sell	25,275 -567	-2%	-$18.2K	0.01%	366
2024 Q2	$815K	Sell	25,842 -13,289	-34%	-$418K	0.01%	347
2024 Q1	$1.26M	Sell	39,131 -15,431	-28%	-$492K	0.02%	306
2023 Q4	$1.7M	Sell	54,562 -51,315	-48%	-$1.53M	0.03%	282
2023 Q3	$3.19M	Buy	+105,877	New	+$3.24M	0.06%	211

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Financial Counselors Inc's PFF Position: Q2 2025 in Review

Financial Counselors Inc sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2025, closing a stake of 33,234 shares — an estimated $1.02M sold.

Financial Counselors Inc first reported a position in PFF in Q3 2023 and held it in 7 quarters. The position peaked at $3.19M in Q3 2023. 986 funds tracked by Wall St. Rank hold PFF as of Q2 2025.

Financial Counselors Inc reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2025 after selling out during the quarter.
Financial Counselors Inc sold 33,234 iShares Preferred and Income Securities ETF shares in Q2 2025, an estimated $1.02M.
Financial Counselors Inc first reported a position in iShares Preferred and Income Securities ETF in Q3 2023 and held it in 7 quarters.
Financial Counselors Inc's iShares Preferred and Income Securities ETF position peaked at $3.19M in Q3 2023.
986 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.