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

HHM 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 Q3	–	Sell	-1,688	Closed	-$51.8K	–	913
2025 Q2	$51.8K	Hold	1,688	–	–	0.01%	368
2025 Q1	$51.9K	Sell	1,688 -1,817	-52%	-$57.3K	0.01%	352
2024 Q4	$110K	Buy	+3,505	New	+$114K	0.02%	252
2023 Q4	–	Sell	-70	Closed	-$2.11K	–	802
2023 Q3	$2.11K	Hold	70	–	–	﹤0.01%	714
2023 Q2	$2.17K	Hold	70	–	–	﹤0.01%	729
2023 Q1	$2.19K	Hold	70	–	–	﹤0.01%	723
2022 Q4	$2.14K	Hold	70	–	–	﹤0.01%	600
2022 Q3	$2K	Sell	70 -3,600	-98%	-$121K	﹤0.01%	601
2022 Q2	$121K	Hold	3,670	–	–	0.03%	178
2022 Q1	$134K	Hold	3,670	–	–	0.03%	185
2021 Q4	$145K	Hold	3,670	–	–	0.04%	176
2021 Q3	$142K	Hold	3,670	–	–	0.04%	170
2021 Q2	$144K	Hold	3,670	–	–	0.04%	168
2021 Q1	$141K	Hold	3,670	–	–	0.04%	155
2020 Q4	$141K	Hold	3,670	–	–	0.05%	135
2020 Q3	$134K	Hold	3,670	–	–	0.05%	119
2020 Q2	$127K	Hold	3,670	–	–	0.05%	113
2020 Q1	$117K	Buy	+3,670	New	+$132K	0.06%	108

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 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 22.9% 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

HHM Wealth Advisors's PFF Position: Q3 2025 in Review

HHM Wealth Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2025, closing a stake of 1,688 shares — an estimated $51.8K sold.

HHM Wealth Advisors first reported a position in PFF in Q1 2020 and held it in 18 quarters. The position peaked at $145K in Q4 2021. 990 funds tracked by Wall St. Rank hold PFF as of Q3 2025.

HHM Wealth Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2025 after selling out during the quarter.
HHM Wealth Advisors sold 1,688 iShares Preferred and Income Securities ETF shares in Q3 2025, an estimated $51.8K.
HHM Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q1 2020 and held it in 18 quarters.
HHM Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $145K in Q4 2021.
990 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2025.

Based on HHM Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.