LongView Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

LongView Wealth Management’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 Q3	$532K	Sell	18,017 -2,680	-13%	-$81.3K	0.13%	130
2026 Q2	$631K	Sell	20,697 -1,798	-8%	-$56K	0.16%	113
2026 Q1	$703K	Sell	22,495 -2,652	-11%	-$83K	0.18%	114
2025 Q4	$795K	Sell	25,147 -227	-0.9%	-$7.07K	0.19%	106
2025 Q3	$802K	Sell	25,374 -1,201	-5%	-$37.8K	0.22%	93
2025 Q2	$815K	Sell	26,575 -235	-0.9%	-$7.07K	0.25%	82
2025 Q1	$824K	Sell	26,810 -584	-2%	-$18.4K	0.25%	82
2024 Q4	$861K	Sell	27,394 -1,341	-5%	-$43.8K	0.26%	79
2024 Q3	$955K	Sell	28,735 -89	-0.3%	-$2.86K	0.3%	69
2024 Q2	$909K	Sell	28,824 -312	-1%	-$9.8K	0.34%	65
2024 Q1	$939K	Buy	29,136 +357	+1%	+$11.4K	0.37%	56
2023 Q4	$904K	Buy	+28,779	New	+$860K	0.4%	56

Other funds holding PFF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LongView Wealth Management's PFF Position: Q3 2026 in Review

LongView Wealth Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 13% in Q3 2026, selling an estimated $81.3K and leaving 18,017 shares worth $532K. The position accounts for 0.13% of the portfolio, ranked #130.

LongView Wealth Management first reported a position in PFF in Q4 2023 and has held it in 12 quarters since. The position peaked at $955K in Q3 2024. 574 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

LongView Wealth Management held 18,017 shares of iShares Preferred and Income Securities ETF worth $532K as of Q3 2026.
LongView Wealth Management sold 2,680 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $81.3K.
iShares Preferred and Income Securities ETF made up 0.13% of LongView Wealth Management's portfolio in Q3 2026, its #130 holding.
LongView Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and has held it in 12 quarters since.
LongView Wealth Management's iShares Preferred and Income Securities ETF position peaked at $955K in Q3 2024.
574 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.