Global Wealth Strategies & Associates’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Global Wealth Strategies & Associates’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	-24	Closed	-$728	–	346
2026 Q1	$728	Hold	24	–	–	﹤0.01%	480
2025 Q4	$743	Hold	24	–	–	﹤0.01%	485
2025 Q3	$759	Hold	24	–	–	﹤0.01%	436
2025 Q2	$736	Hold	24	–	–	﹤0.01%	341
2025 Q1	$738	Hold	24	–	–	﹤0.01%	437
2024 Q4	$755	Hold	24	–	–	﹤0.01%	356
2024 Q3	$798	Hold	24	–	–	﹤0.01%	329
2024 Q2	$757	Hold	24	–	–	﹤0.01%	299
2024 Q1	$774	Sell	24 -21	-47%	-$669	﹤0.01%	318
2023 Q4	$1.4K	Sell	45 -34	-43%	-$1.02K	﹤0.01%	267
2023 Q3	$2.38K	Sell	79 -1,491	-95%	-$45.6K	﹤0.01%	255
2023 Q2	$48.6K	Sell	1,570 -720	-31%	-$22K	0.02%	79
2023 Q1	$71.5K	Sell	2,290 -130,615	-98%	-$4.19M	0.04%	62
2022 Q4	$4.06M	Buy	+132,905	New	+$4.13M	2.36%	15

Other funds holding PFF

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Global Wealth Strategies & Associates's PFF Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2026, closing a stake of 24 shares — an estimated $728 sold.

Global Wealth Strategies & Associates first reported a position in PFF in Q4 2022 and held it in 14 quarters. The position peaked at $4.06M in Q4 2022. 353 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 24 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $728.
Global Wealth Strategies & Associates first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and held it in 14 quarters.
Global Wealth Strategies & Associates's iShares Preferred and Income Securities ETF position peaked at $4.06M in Q4 2022.
353 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.