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

Gen-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 Q1	$618K	Sell	20,399 -328	-2%	-$10.3K	0.19%	107
2025 Q4	$642K	Buy	20,727 +2,969	+17%	+$92.5K	0.21%	93
2025 Q3	$561K	Buy	17,758 +16,998	+2,237%	+$534K	0.19%	122
2025 Q2	$23.3K	Hold	760	–	–	0.01%	402
2025 Q1	$23.4K	Hold	760	–	–	0.01%	395
2024 Q4	$23.9K	Hold	760	–	–	0.01%	418
2024 Q3	$25K	Hold	760	–	–	0.01%	432
2024 Q2	$24K	Hold	760	–	–	0.01%	419
2024 Q1	$24.5K	Buy	+760	New	+$24.2K	0.01%	416

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 $377B AUM 19.32% 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 $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Gen-Wealth Partners's PFF Position: Q1 2026 in Review

Gen-Wealth Partners reduced its iShares Preferred and Income Securities ETF (PFF) stake by 1.6% in Q1 2026, selling an estimated $10.3K and leaving 20,399 shares worth $618K. The position accounts for 0.19% of the portfolio, ranked #107.

Gen-Wealth Partners first reported a position in PFF in Q1 2024 and has held it in 9 quarters since. The position peaked at $642K in Q4 2025. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Gen-Wealth Partners held 20,399 shares of iShares Preferred and Income Securities ETF worth $618K as of Q1 2026.
Gen-Wealth Partners sold 328 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $10.3K.
iShares Preferred and Income Securities ETF made up 0.19% of Gen-Wealth Partners's portfolio in Q1 2026, its #107 holding.
Gen-Wealth Partners first reported a position in iShares Preferred and Income Securities ETF in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's iShares Preferred and Income Securities ETF position peaked at $642K in Q4 2025.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.