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Legacy Wealth Partners (Colorado)’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Legacy Wealth Partners (Colorado)’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 		$380K Hold
12,471
– – 0.09% 132
2026
Q1 		$378K Hold
12,471
– – 0.09% 112
2025
Q4 		$386K Buy
+12,471
New +$388K 0.1% 111

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

Legacy Wealth Partners (Colorado)'s PFF Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 12,471 shares worth $380K. The position accounts for 0.09% of the portfolio, ranked #132.

Legacy Wealth Partners (Colorado) first reported a position in PFF in Q4 2025 and has held it in 3 quarters since. The position peaked at $386K in Q4 2025. 966 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Legacy Wealth Partners (Colorado) held 12,471 shares of iShares Preferred and Income Securities ETF worth $380K as of Q2 2026.
  • Legacy Wealth Partners (Colorado) left its iShares Preferred and Income Securities ETF share count unchanged in Q2 2026.
  • iShares Preferred and Income Securities ETF made up 0.09% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #132 holding.
  • Legacy Wealth Partners (Colorado) first reported a position in iShares Preferred and Income Securities ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Wealth Partners (Colorado)'s iShares Preferred and Income Securities ETF position peaked at $386K in Q4 2025.
  • 966 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.