Financial Gravity Companies’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Financial Gravity Companies’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	$3.1K	Buy	+101	New	+$3.04K	﹤0.01%	721
2018 Q4	$61K	Buy	+1,689	New	+$59.8K	0.06%	278
2018 Q1	$39K	Sell	1,043 -172	-14%	-$6.45K	0.04%	386
2017 Q4	$46K	Buy	+1,215	New	+$46.6K	0.05%	301

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 Gravity Companies's PFF Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q2 2025: 101 shares worth $3.1K. The stake represents ﹤0.01% of the portfolio and ranks #721 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in PFF as recently as Q4 2018.

Financial Gravity Companies first reported a position in PFF in Q4 2017 and has held it in 4 quarters since. The position peaked at $61K in Q4 2018. 986 funds tracked by Wall St. Rank hold PFF as of Q2 2025.

Financial Gravity Companies held 101 shares of iShares Preferred and Income Securities ETF worth $3.1K as of Q2 2025.
iShares Preferred and Income Securities ETF was a new Financial Gravity Companies position in Q2 2025.
iShares Preferred and Income Securities ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #721 holding.
Financial Gravity Companies first reported a position in iShares Preferred and Income Securities ETF in Q4 2017 and has held it in 4 quarters since.
Financial Gravity Companies's iShares Preferred and Income Securities ETF position peaked at $61K in Q4 2018.
986 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.