Financial Engines Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Financial Engines 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	$350K	Buy	11,464 +1,848	+19%	+$57.6K	﹤0.01%	471
2026 Q1	$292K	Sell	9,616 -2,858	-23%	-$89.5K	﹤0.01%	471
2025 Q4	$386K	Buy	12,474 +3,811	+44%	+$119K	﹤0.01%	434
2025 Q3	$274K	Buy	8,663 +61	+0.7%	+$1.92K	﹤0.01%	485
2025 Q2	$264K	Buy	8,602 +76	+0.9%	+$2.29K	﹤0.01%	466
2025 Q1	$262K	Sell	8,526 -72	-0.8%	-$2.27K	﹤0.01%	388
2024 Q4	$270K	Buy	+8,598	New	+$281K	﹤0.01%	399
2022 Q3	–	Sell	-8,766	Closed	-$288K	–	299
2022 Q2	$288K	Buy	8,766 +68	+0.8%	+$2.3K	﹤0.01%	259
2022 Q1	$317K	Buy	8,698 +2,696	+45%	+$99.1K	﹤0.01%	249
2021 Q4	$237K	Sell	6,002 -1,034	-15%	-$40.2K	﹤0.01%	251
2021 Q3	$273K	Buy	7,036 +1,147	+19%	+$45K	﹤0.01%	227
2021 Q2	$232K	Sell	5,889 -7,699	-57%	-$298K	﹤0.01%	197
2021 Q1	$522K	Sell	13,588 -205	-1%	-$7.78K	﹤0.01%	156
2020 Q4	$531K	Sell	13,793 -1,777	-11%	-$66.4K	﹤0.01%	159
2020 Q3	$568K	Buy	15,570 +398	+3%	+$14.3K	﹤0.01%	150
2020 Q2	$526K	Buy	+15,172	New	+$517K	﹤0.01%	135

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

Financial Engines Advisors's PFF Position: Q2 2026 in Review

Financial Engines Advisors increased its iShares Preferred and Income Securities ETF (PFF) stake by 19% in Q2 2026, buying an estimated $57.6K and bringing the position to 11,464 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Financial Engines Advisors first reported a position in PFF in Q2 2020 and has held it in 16 quarters since. The position peaked at $568K in Q3 2020. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Financial Engines Advisors held 11,464 shares of iShares Preferred and Income Securities ETF worth $350K as of Q2 2026.
Financial Engines Advisors bought 1,848 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $57.6K.
iShares Preferred and Income Securities ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #471 holding.
Financial Engines Advisors first reported a position in iShares Preferred and Income Securities ETF in Q2 2020 and has held it in 16 quarters since.
Financial Engines Advisors's iShares Preferred and Income Securities ETF position peaked at $568K in Q3 2020.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.