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Flywheel Private Wealth’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Flywheel Private Wealth’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
-6,820
Closed -$216K – 87
2025
Q3 		$216K Sell
6,820
-35
-0.5% -$1.1K 0.17% 78
2025
Q2 		$210K Sell
6,855
-4,620
-40% -$139K 0.17% 79
2025
Q1 		$353K Buy
11,475
+300
+3% +$9.46K 0.32% 50
2024
Q4 		$351K Buy
+11,175
New +$365K 0.32% 51

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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

Flywheel Private Wealth's PFF Position: Q4 2025 in Review

Flywheel Private Wealth sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2025, closing a stake of 6,820 shares — an estimated $216K sold.

Flywheel Private Wealth first reported a position in PFF in Q4 2024 and held it in 4 quarters. The position peaked at $353K in Q1 2025. 1,005 funds tracked by Wall St. Rank hold PFF as of Q4 2025.

  • Flywheel Private Wealth reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2025 after selling out during the quarter.
  • Flywheel Private Wealth sold 6,820 iShares Preferred and Income Securities ETF shares in Q4 2025, an estimated $216K.
  • Flywheel Private Wealth first reported a position in iShares Preferred and Income Securities ETF in Q4 2024 and held it in 4 quarters.
  • Flywheel Private Wealth's iShares Preferred and Income Securities ETF position peaked at $353K in Q1 2025.
  • 1,005 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2025.

Based on Flywheel Private Wealth's 13F filing for Q4 2025, filed 14 Jan 2026.