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

Lido 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	$7.03M	Buy	231,987 +41,646	+22%	+$1.3M	0.02%	390
2025 Q4	$6.02M	Buy	190,341 +114	+0.1%	+$3.55K	0.02%	414
2025 Q3	$6.02M	Buy	190,227 +14,853	+8%	+$467K	0.02%	398
2025 Q2	$5.38M	Sell	175,374 -53,695	-23%	-$1.62M	0.02%	355
2025 Q1	$7.04M	Buy	229,069 +49,041	+27%	+$1.55M	0.03%	288
2024 Q4	$5.66M	Sell	180,028 -51,558	-22%	-$1.68M	0.03%	304
2024 Q3	$7.7M	Buy	231,586 +8,439	+4%	+$272K	0.04%	246
2024 Q2	$7.04M	Buy	223,147 +51,126	+30%	+$1.61M	0.04%	241
2024 Q1	$5.54M	Buy	172,021 +12,148	+8%	+$387K	0.03%	266
2023 Q4	$4.99M	Buy	159,873 +26,374	+20%	+$788K	0.03%	263
2023 Q3	$4.03M	Buy	133,499 +34,661	+35%	+$1.06M	0.03%	273
2023 Q2	$3.06M	Buy	98,838 +62,918	+175%	+$1.93M	0.02%	297
2023 Q1	$1.12M	Sell	35,920 -1,000	-3%	-$32.1K	0.01%	452
2022 Q4	$1.13M	Sell	36,920 -339	-0.9%	-$10.5K	0.01%	386
2022 Q3	$1.18M	Sell	37,259 -4,914	-12%	-$165K	0.01%	335
2022 Q2	$1.39M	Sell	42,173 -10,559	-20%	-$357K	0.02%	283
2022 Q1	$1.92M	Sell	52,732 -66,676	-56%	-$2.45M	0.02%	269
2021 Q4	$4.71M	Buy	119,408 +2,014	+2%	+$78.3K	0.05%	168
2021 Q3	$4.56M	Buy	117,394 +374	+0.3%	+$14.7K	0.06%	166
2021 Q2	$4.6M	Sell	117,020 -656	-0.6%	-$25.4K	0.06%	162
2021 Q1	$4.52M	Sell	117,676 -3,213	-3%	-$122K	0.08%	146
2020 Q4	$4.66M	Sell	120,889 -4,503	-4%	-$168K	0.1%	124
2020 Q3	$4.57M	Buy	125,392 +37,067	+42%	+$1.33M	0.12%	103
2020 Q2	$3.06M	Buy	88,325 +60,340	+216%	+$2.06M	0.09%	125
2020 Q1	$891K	Buy	27,985 +9,612	+52%	+$345K	0.04%	245
2019 Q4	$691K	Sell	18,373 -608	-3%	-$22.7K	0.03%	320
2019 Q3	$712K	Sell	18,981 -7,511	-28%	-$279K	0.04%	271
2019 Q2	$976K	Buy	26,492 +4,642	+21%	+$170K	0.06%	193
2019 Q1	$798K	Buy	21,850 +2,015	+10%	+$72.4K	0.05%	220
2018 Q4	$678K	Sell	19,835 -2,919	-13%	-$103K	0.07%	182
2018 Q3	$844K	Sell	22,754 -4,259	-16%	-$160K	0.08%	151
2018 Q2	$1.02M	Sell	27,013 -740	-3%	-$27.6K	0.12%	109
2018 Q1	$1.04M	Sell	27,753 -1,058	-4%	-$39.7K	0.14%	95
2017 Q4	$1.1M	Sell	28,811 -1,813	-6%	-$69.6K	0.16%	78
2017 Q3	$1.18M	Sell	30,624 -4,595	-13%	-$179K	0.19%	69
2017 Q2	$1.38M	Buy	35,219 +3,822	+12%	+$149K	0.29%	50
2017 Q1	$1.22M	Sell	31,397 -5,326	-15%	-$204K	0.34%	49
2016 Q4	$1.37M	Buy	36,723 +5,365	+17%	+$204K	0.34%	32
2016 Q3	$1.24M	Buy	31,358 +7,795	+33%	+$311K	0.38%	21
2016 Q2	$940K	Sell	23,563 -21,321	-48%	-$836K	0.29%	33
2016 Q1	$1.75M	Buy	+44,884	New	+$1.72M	0.59%	13

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 $1.78B AUM 13.62% 1-Year Est. Return

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

Lido Advisors's PFF Position: Q1 2026 in Review

Lido Advisors increased its iShares Preferred and Income Securities ETF (PFF) stake by 22% in Q1 2026, buying an estimated $1.3M and bringing the position to 231,987 shares worth $7.03M. The position accounts for 0.02% of the portfolio, ranked #390.

Lido Advisors first reported a position in PFF in Q1 2016 and has held it in 41 quarters since. The position peaked at $7.7M in Q3 2024. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Lido Advisors held 231,987 shares of iShares Preferred and Income Securities ETF worth $7.03M as of Q1 2026.
Lido Advisors bought 41,646 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $1.3M.
iShares Preferred and Income Securities ETF made up 0.02% of Lido Advisors's portfolio in Q1 2026, its #390 holding.
Lido Advisors first reported a position in iShares Preferred and Income Securities ETF in Q1 2016 and has held it in 41 quarters since.
Lido Advisors's iShares Preferred and Income Securities ETF position peaked at $7.7M in Q3 2024.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.