GWN Securities’s iShares Preferred and Income Securities ETF PFF Stock Holding History

GWN Securities’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	$901K	Buy	29,556 +38	+0.1%	+$1.18K	0.15%	170
2026 Q1	$895K	Buy	29,518 +690	+2%	+$21.6K	0.17%	146
2025 Q4	$893K	Buy	28,828 +3,457	+14%	+$108K	0.18%	137
2025 Q3	$803K	Buy	25,371 +7,164	+39%	+$225K	0.19%	138
2025 Q2	$559K	Sell	18,207 -131,831	-88%	-$3.97M	0.1%	192
2025 Q1	$4.55M	Buy	150,038 +119,169	+386%	+$3.76M	0.26%	95
2024 Q4	$989K	Buy	+30,869	New	+$1.01M	0.26%	87

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

FIB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GWN Securities's PFF Position: Q2 2026 in Review

GWN Securities increased its iShares Preferred and Income Securities ETF (PFF) stake by 0.13% in Q2 2026, buying an estimated $1.18K and bringing the position to 29,556 shares worth $901K. The position accounts for 0.15% of the portfolio, ranked #170.

GWN Securities first reported a position in PFF in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.55M in Q1 2025. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

GWN Securities held 29,556 shares of iShares Preferred and Income Securities ETF worth $901K as of Q2 2026.
GWN Securities bought 38 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $1.18K.
iShares Preferred and Income Securities ETF made up 0.15% of GWN Securities's portfolio in Q2 2026, its #170 holding.
GWN Securities first reported a position in iShares Preferred and Income Securities ETF in Q4 2024 and has held it in 7 quarters since.
GWN Securities's iShares Preferred and Income Securities ETF position peaked at $4.55M in Q1 2025.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.