PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares Preferred and Income Securities ETF PFF Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 Q1	–	Sell	-630	Closed	-$19.5K	–	556
2025 Q4	$19.5K	Hold	630	–	–	0.01%	377
2025 Q3	$19.9K	Hold	630	–	–	0.01%	358
2025 Q2	$19.3K	Hold	630	–	–	0.01%	331
2025 Q1	$19.4K	Buy	+630	New	+$19.9K	0.01%	329

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 $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s PFF Position: Q1 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2026, closing a stake of 630 shares — an estimated $19.5K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in PFF in Q1 2025 and held it in 4 quarters. The position peaked at $19.9K in Q3 2025. 969 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2026 after selling out during the quarter.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 630 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $19.5K.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares Preferred and Income Securities ETF in Q1 2025 and held it in 4 quarters.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s iShares Preferred and Income Securities ETF position peaked at $19.9K in Q3 2025.
969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2026, filed 7 Aug 2026.