LaSalle St. Investment Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

LaSalle St. Investment 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	–	Sell	-13,231	Closed	-$401K	–	448
2026 Q1	$401K	Buy	13,231 +1,161	+10%	+$36.4K	0.06%	236
2025 Q4	$373K	Buy	12,070 +1,708	+16%	+$53.2K	0.06%	241
2025 Q3	$327K	Buy	10,362 +199	+2%	+$6.26K	0.06%	239
2025 Q2	$311K	Buy	10,163 +738	+8%	+$22.2K	0.09%	220
2025 Q1	$289K	Buy	9,425 +337	+4%	+$10.6K	0.07%	224
2024 Q4	$285K	Buy	9,088 +355	+4%	+$11.6K	0.09%	203
2024 Q3	$290K	Buy	8,733 +846	+11%	+$27.2K	0.11%	147
2024 Q2	$249K	Buy	+7,887	New	+$248K	0.12%	131

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

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 22.96% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LaSalle St. Investment Advisors's PFF Position: Q2 2026 in Review

LaSalle St. Investment Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2026, closing a stake of 13,231 shares — an estimated $401K sold.

LaSalle St. Investment Advisors first reported a position in PFF in Q2 2024 and held it in 8 quarters. The position peaked at $401K in Q1 2026. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

LaSalle St. Investment Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2026 after selling out during the quarter.
LaSalle St. Investment Advisors sold 13,231 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $401K.
LaSalle St. Investment Advisors first reported a position in iShares Preferred and Income Securities ETF in Q2 2024 and held it in 8 quarters.
LaSalle St. Investment Advisors's iShares Preferred and Income Securities ETF position peaked at $401K in Q1 2026.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.