Independence Financial Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Independence Financial 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
2026 Q2	$16.6M	Buy	+543,016	New	+$16.9M	4.29%	7
2026 Q1	–	Sell	-194,422	Closed	-$6.02M	–	55
2025 Q4	$6.02M	Buy	194,422 +10,594	+6%	+$330K	1.65%	23
2025 Q3	$5.81M	Buy	183,828 +82,833	+82%	+$2.6M	1.77%	23
2025 Q2	$3.1M	Sell	100,995 -93,904	-48%	-$2.83M	1.21%	22
2025 Q1	$5.99M	Buy	+194,899	New	+$6.14M	2.28%	16

Other funds holding PFF

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Kentucky Trust Company Danville, Kentucky $208M AUM 32.13% 1-Year Est. Return