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Gateway Wealth Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Gateway Wealth Partners’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
Q2 		– Sell
-9,665
Closed -$293K – 898
2026
Q1 		$293K Buy
+9,665
New +$303K 0.01% 766

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gateway Wealth Partners's PFF Position: Q2 2026 in Review

Gateway Wealth Partners sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2026, closing a stake of 9,665 shares — an estimated $293K sold.

Gateway Wealth Partners first reported a position in PFF in Q1 2026 and held it in 1 quarter. The position peaked at $293K in Q1 2026. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Gateway Wealth Partners reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2026 after selling out during the quarter.
  • Gateway Wealth Partners sold 9,665 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $293K.
  • Gateway Wealth Partners first reported a position in iShares Preferred and Income Securities ETF in Q1 2026 and held it in 1 quarter.
  • Gateway Wealth Partners's iShares Preferred and Income Securities ETF position peaked at $293K in Q1 2026.
  • 964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.