LMKC
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L.M. Kohn & Company’s iShares Preferred and Income Securities ETF PFF Stock Holding History

L.M. Kohn & Company’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
-9,952
Closed -$305K – 238
2025
Q2 		$305K Sell
9,952
-335
-3% -$10.1K 0.08% 201
2025
Q1 		$316K Sell
10,287
-1,373
-12% -$43.3K 0.08% 190
2024
Q4 		$367K Buy
11,660
+17
+0.1% +$555 0.09% 164
2024
Q3 		$387K Buy
11,643
+512
+5% +$16.5K 0.1% 174
2024
Q2 		$351K Sell
11,131
-2,488
-18% -$78.3K 0.1% 177
2024
Q1 		$439K Sell
13,619
-4,713
-26% -$150K 0.12% 155
2023
Q4 		$572K Sell
18,332
-837
-4% -$25K 0.18% 115
2023
Q3 		$578K Sell
19,169
-969
-5% -$29.6K 0.21% 103
2023
Q2 		$623K Buy
20,138
+12
+0.1% +$367 0.24% 99
2023
Q1 		$628K Buy
20,126
+159
+0.8% +$5.11K 0.26% 88
2022
Q4 		$610K Buy
19,967
+1,268
+7% +$39.4K 0.29% 88
2022
Q3 		$593K Buy
18,699
+8
+0% +$268 0.29% 82
2022
Q2 		$615K Buy
18,691
+158
+0.9% +$5.35K 0.29% 85
2022
Q1 		$675K Buy
+18,533
New +$681K 0.26% 94

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
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

L.M. Kohn & Company's PFF Position: Q3 2025 in Review

L.M. Kohn & Company sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2025, closing a stake of 9,952 shares — an estimated $305K sold.

L.M. Kohn & Company first reported a position in PFF in Q1 2022 and held it in 14 quarters. The position peaked at $675K in Q1 2022. 990 funds tracked by Wall St. Rank hold PFF as of Q3 2025.

  • L.M. Kohn & Company reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 9,952 iShares Preferred and Income Securities ETF shares in Q3 2025, an estimated $305K.
  • L.M. Kohn & Company first reported a position in iShares Preferred and Income Securities ETF in Q1 2022 and held it in 14 quarters.
  • L.M. Kohn & Company's iShares Preferred and Income Securities ETF position peaked at $675K in Q1 2022.
  • 990 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.