Forteris Wealth Management
PFF icon

Forteris Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Forteris Wealth Management’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 		$479K Sell
16,240
-1,300
-7% -$39.4K 0.4% 48
2026
Q2 		$535K Sell
17,540
-1,200
-6% -$37.4K 0.44% 48
2026
Q1 		$568K Hold
18,740
– – 0.54% 43
2025
Q4 		$580K Buy
+18,740
New +$584K 0.57% 43

Other funds holding PFF

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Forteris Wealth Management's PFF Position: Q3 2026 in Review

Forteris Wealth Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 7.4% in Q3 2026, selling an estimated $39.4K and leaving 16,240 shares worth $479K. The position accounts for 0.4% of the portfolio, ranked #48.

Forteris Wealth Management first reported a position in PFF in Q4 2025 and has held it in 4 quarters since. The position peaked at $580K in Q4 2025. 604 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

  • Forteris Wealth Management held 16,240 shares of iShares Preferred and Income Securities ETF worth $479K as of Q3 2026.
  • Forteris Wealth Management sold 1,300 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $39.4K.
  • iShares Preferred and Income Securities ETF made up 0.4% of Forteris Wealth Management's portfolio in Q3 2026, its #48 holding.
  • Forteris Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2025 and has held it in 4 quarters since.
  • Forteris Wealth Management's iShares Preferred and Income Securities ETF position peaked at $580K in Q4 2025.
  • 604 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Forteris Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.