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Kestra Private Wealth Services’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Kestra Private Wealth Services’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
Q1 		$4.43M Sell
146,049
-16,196
-10% -$507K 0.05% 351
2025
Q4 		$5.02M Sell
162,245
-21,732
-12% -$677K 0.06% 311
2025
Q3 		$5.82M Buy
183,977
+29,772
+19% +$936K 0.08% 271
2025
Q2 		$4.73M Buy
154,205
+10,217
+7% +$308K 0.07% 282
2025
Q1 		$4.42M Buy
143,988
+16,197
+13% +$511K 0.07% 270
2024
Q4 		$4.02M Buy
127,791
+25,836
+25% +$844K 0.07% 288
2024
Q3 		$3.39M Buy
101,955
+34,886
+52% +$1.12M 0.06% 300
2024
Q2 		$2.12M Sell
67,069
-2,738
-4% -$86.2K 0.04% 383
2024
Q1 		$2.25M Buy
69,807
+10,282
+17% +$328K 0.05% 345
2023
Q4 		$1.86M Buy
59,525
+9,366
+19% +$280K 0.05% 366
2023
Q3 		$1.51M Buy
50,159
+17,879
+55% +$547K 0.05% 368
2023
Q2 		$998K Buy
32,280
+4,120
+15% +$126K 0.03% 438
2023
Q1 		$879K Buy
28,160
+10,264
+57% +$330K 0.04% 447
2022
Q4 		$546K Buy
17,896
+1,221
+7% +$38K 0.03% 499
2022
Q3 		$528K Buy
16,675
+78
+0.5% +$2.62K 0.03% 479
2022
Q2 		$546K Sell
16,597
-10,653
-39% -$361K 0.03% 479
2022
Q1 		$992K Buy
27,250
+8,093
+42% +$298K 0.05% 381
2021
Q4 		$755K Sell
19,157
-2,978
-13% -$116K 0.04% 469
2021
Q3 		$859K Sell
22,135
-172
-0.8% -$6.75K 0.05% 388
2021
Q2 		$877K Buy
22,307
+1,112
+5% +$43.1K 0.05% 364
2021
Q1 		$814K Buy
21,195
+3,199
+18% +$121K 0.06% 340
2020
Q4 		$690K Sell
17,996
-431
-2% -$16.1K 0.05% 370
2020
Q3 		$672K Buy
+18,427
New +$663K 0.06% 324

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kestra Private Wealth Services's PFF Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its iShares Preferred and Income Securities ETF (PFF) stake by 10% in Q1 2026, selling an estimated $507K and leaving 146,049 shares worth $4.43M. The position accounts for 0.05% of the portfolio, ranked #351.

Kestra Private Wealth Services first reported a position in PFF in Q3 2020 and has held it in 23 quarters since. The position peaked at $5.82M in Q3 2025. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • Kestra Private Wealth Services held 146,049 shares of iShares Preferred and Income Securities ETF worth $4.43M as of Q1 2026.
  • Kestra Private Wealth Services sold 16,196 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $507K.
  • iShares Preferred and Income Securities ETF made up 0.05% of Kestra Private Wealth Services's portfolio in Q1 2026, its #351 holding.
  • Kestra Private Wealth Services first reported a position in iShares Preferred and Income Securities ETF in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's iShares Preferred and Income Securities ETF position peaked at $5.82M in Q3 2025.
  • 965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.