FSC Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

FSC Wealth Advisors’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	-12,708	Closed	-$402K	–	59
2025 Q3	$402K	Buy	12,708 +1,634	+15%	+$51.4K	0.23%	54
2025 Q2	$340K	Sell	11,074 -280	-2%	-$8.43K	0.21%	55
2025 Q1	$349K	Buy	11,354 +4,356	+62%	+$137K	0.23%	55
2024 Q4	$220K	Buy	6,998 +670	+11%	+$21.9K	0.14%	62
2024 Q3	$210K	Buy	6,328 +750	+13%	+$24.1K	0.15%	63
2024 Q2	$176K	Buy	+5,578	New	+$176K	0.13%	61

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FSC Wealth Advisors's PFF Position: Q4 2025 in Review

FSC Wealth Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2025, closing a stake of 12,708 shares — an estimated $402K sold.

FSC Wealth Advisors first reported a position in PFF in Q2 2024 and held it in 6 quarters. The position peaked at $402K in Q3 2025. 1,010 funds tracked by Wall St. Rank hold PFF as of Q4 2025.

FSC Wealth Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2025 after selling out during the quarter.
FSC Wealth Advisors sold 12,708 iShares Preferred and Income Securities ETF shares in Q4 2025, an estimated $402K.
FSC Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q2 2024 and held it in 6 quarters.
FSC Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $402K in Q3 2025.
1,010 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2025.

Based on FSC Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.