Howard Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Howard Wealth Management’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 Q3	$856K	Sell	29,006 -774	-3%	-$23.5K	0.31%	67
2026 Q2	$908K	Sell	29,780 -1,403	-4%	-$43.7K	0.34%	65
2026 Q1	$945K	Sell	31,183 -1,111	-3%	-$34.8K	0.4%	58
2025 Q4	$1000K	Sell	32,294 -2,771	-8%	-$86.3K	0.44%	58
2025 Q3	$1.11M	Sell	35,065 -26,063	-43%	-$820K	0.51%	57
2025 Q2	$1.88M	Sell	61,128 -3,290	-5%	-$99K	0.95%	34
2025 Q1	$1.98M	Sell	64,418 -15,499	-19%	-$489K	1.1%	28
2024 Q4	$2.51M	Sell	79,917 -6,332	-7%	-$207K	1.36%	18
2024 Q3	$2.87M	Buy	86,249 +623	+0.7%	+$20K	1.67%	17
2024 Q2	$2.7M	Sell	85,626 -5,613	-6%	-$177K	2.13%	11
2024 Q1	$2.94M	Buy	91,239 +3,838	+4%	+$122K	2.39%	9
2023 Q4	$2.73M	Sell	87,401 -15,765	-15%	-$471K	2.28%	10
2023 Q3	$3.11M	Sell	103,166 -5,017	-5%	-$153K	2.87%	8
2023 Q2	$3.35M	Sell	108,183 -8,961	-8%	-$274K	2.9%	8
2023 Q1	$3.66M	Sell	117,144 -3,563	-3%	-$114K	3.05%	7
2022 Q4	$3.69M	Sell	120,707 -3,359	-3%	-$104K	3.02%	7
2022 Q3	$3.93M	Buy	124,066 +53,983	+77%	+$1.81M	2.78%	10
2022 Q2	$2.3M	Sell	70,083 -53,728	-43%	-$1.82M	2.44%	12
2022 Q1	$4.51M	Buy	123,811 +3,467	+3%	+$127K	2.46%	10
2021 Q4	$4.74M	Buy	120,344 +8,835	+8%	+$343K	2.5%	10
2021 Q3	$4.33M	Sell	111,509 -2,088	-2%	-$81.9K	2.42%	9
2021 Q2	$4.47M	Buy	113,597 +1,355	+1%	+$52.5K	2.46%	9
2021 Q1	$4.31M	Buy	112,242 +1,881	+2%	+$71.3K	2.52%	9
2020 Q4	$4.25M	Sell	110,361 -45	-0%	-$1.68K	2.65%	9
2020 Q3	$4.02M	Sell	110,406 -11,007	-9%	-$396K	2.87%	9
2020 Q2	$4.2M	Sell	121,413 -4,094	-3%	-$139K	3.43%	5
2020 Q1	$4M	Sell	125,507 -3,009	-2%	-$108K	4.2%	3
2019 Q4	$4.83M	Buy	+128,516	New	+$4.79M	4.03%	5

Other funds holding PFF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Howard Wealth Management's PFF Position: Q3 2026 in Review

Howard Wealth Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 2.6% in Q3 2026, selling an estimated $23.5K and leaving 29,006 shares worth $856K. The position accounts for 0.31% of the portfolio, ranked #67.

Howard Wealth Management first reported a position in PFF in Q4 2019 and has held it in 28 quarters since. The position peaked at $4.83M in Q4 2019. 647 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

Howard Wealth Management held 29,006 shares of iShares Preferred and Income Securities ETF worth $856K as of Q3 2026.
Howard Wealth Management sold 774 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $23.5K.
iShares Preferred and Income Securities ETF made up 0.31% of Howard Wealth Management's portfolio in Q3 2026, its #67 holding.
Howard Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and has held it in 28 quarters since.
Howard Wealth Management's iShares Preferred and Income Securities ETF position peaked at $4.83M in Q4 2019.
647 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.