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

Latitude 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 Q1	–	Sell	-7,350	Closed	-$228K	–	229
2025 Q4	$228K	Buy	7,350 +904	+14%	+$28.2K	0.1%	208
2025 Q3	$204K	Buy	+6,446	New	+$203K	0.09%	214
2022 Q2	–	Sell	-18,543	Closed	-$675K	–	268
2022 Q1	$675K	Sell	18,543 -52,414	-74%	-$1.93M	0.15%	141
2021 Q4	$2.8M	Buy	70,957 +13,040	+23%	+$507K	0.78%	18
2021 Q3	$2.25M	Buy	57,917 +26,262	+83%	+$1.03M	0.71%	23
2021 Q2	$1.25M	Buy	31,655 +22,032	+229%	+$853K	0.92%	18
2021 Q1	$370K	Sell	9,623 -22,045	-70%	-$836K	0.3%	81
2020 Q4	$1.22M	Buy	+31,668	New	+$1.18M	1.08%	18

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Latitude Advisors's PFF Position: Q1 2026 in Review

Latitude Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2026, closing a stake of 7,350 shares — an estimated $228K sold.

Latitude Advisors first reported a position in PFF in Q4 2020 and held it in 8 quarters. The position peaked at $2.8M in Q4 2021. 966 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Latitude Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2026 after selling out during the quarter.
Latitude Advisors sold 7,350 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $228K.
Latitude Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and held it in 8 quarters.
Latitude Advisors's iShares Preferred and Income Securities ETF position peaked at $2.8M in Q4 2021.
966 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Latitude Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.