FPGK
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Financial Partners Group (Kansas)’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Financial Partners Group (Kansas)’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
Q4 		– Sell
-21,208
Closed -$671K – 239
2025
Q3 		$671K Hold
21,208
– – 0.08% 110
2025
Q2 		$651K Sell
21,208
-15,690
-43% -$472K 0.09% 99
2025
Q1 		$1.13M Hold
36,898
– – 0.18% 63
2024
Q4 		$1.16M Hold
36,898
– – 0.17% 61
2024
Q3 		$1.23M Buy
36,898
+19,389
+111% +$624K 0.18% 62
2024
Q2 		$552K Sell
17,509
-103
-0.6% -$3.24K 0.09% 96
2024
Q1 		$568K Buy
17,612
+1
+0% +$32 0.09% 92
2023
Q4 		$549K Sell
17,611
-2,934
-14% -$87.7K 0.1% 87
2023
Q3 		$605K Buy
+20,545
New +$628K 0.12% 76
2018
Q4 		– Sell
-207,899
Closed -$7.72M – 83
2018
Q3 		$7.72M Buy
207,899
+9,982
+5% +$374K 5.03% 6
2018
Q2 		$7.46M Buy
197,917
+28,629
+17% +$1.07M 5.47% 5
2018
Q1 		$6.36M Buy
169,288
+22,572
+15% +$847K 4.99% 5
2017
Q4 		$5.58M Buy
+146,716
New +$5.63M 4.4% 7

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return