FF
PFF icon

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

Formulate Financial’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 		– Sell
-15,365
Closed -$468K – 29
2026
Q2 		$468K Sell
15,365
-30
-0.2% -$934 0.49% 19
2026
Q1 		$467K Hold
15,395
– – 0.58% 18
2025
Q4 		$477K Sell
15,395
-965
-6% -$30.1K 0.56% 19
2025
Q3 		$517K Buy
+16,360
New +$514K 0.64% 18

Other funds holding PFF

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Formulate Financial's PFF Position: Q3 2026 in Review

Formulate Financial sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2026, closing a stake of 15,365 shares — an estimated $468K sold.

Formulate Financial first reported a position in PFF in Q3 2025 and held it in 4 quarters. The position peaked at $517K in Q3 2025. 647 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

  • Formulate Financial reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2026 after selling out during the quarter.
  • Formulate Financial sold 15,365 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $468K.
  • Formulate Financial first reported a position in iShares Preferred and Income Securities ETF in Q3 2025 and held it in 4 quarters.
  • Formulate Financial's iShares Preferred and Income Securities ETF position peaked at $517K in Q3 2025.
  • 647 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Formulate Financial's 13F filing for Q3 2026, filed 9 Nov 2026.