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Wavvest Wealth LLC’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Wavvest Wealth LLC’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
Q3 		$1.52M Buy
+51,518
New +$1.56M 1.23% 22

Other funds holding PFF

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
Collective Family Office
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
Ballast Inc
Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return
Cordoba Advisory Partners
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Wavvest Wealth LLC's PFF Position: Q3 2026 in Review

Wavvest Wealth LLC opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q3 2026: 51,518 shares worth $1.52M. The stake represents 1.23% of the portfolio and ranks #22 among its holdings.

245 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

  • Wavvest Wealth LLC held 51,518 shares of iShares Preferred and Income Securities ETF worth $1.52M as of Q3 2026.
  • iShares Preferred and Income Securities ETF was a new Wavvest Wealth LLC position in Q3 2026.
  • iShares Preferred and Income Securities ETF made up 1.23% of Wavvest Wealth LLC's portfolio in Q3 2026, its #22 holding.
  • 245 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Wavvest Wealth LLC's 13F filing for Q3 2026, filed 21 Oct 2026.