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

Lowe Wealth 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
2025 Q3	$4.74K	Hold	150	–	–	﹤0.01%	290
2025 Q2	$4.6K	Hold	150	–	–	﹤0.01%	290
2025 Q1	$4.61K	Buy	+150	New	+$4.73K	﹤0.01%	292
2023 Q1	–	Sell	-850	Closed	-$26K	–	357
2022 Q4	$26K	Hold	850	–	–	0.01%	141
2022 Q3	$27K	Sell	850 -275	-24%	-$9.22K	0.02%	132
2022 Q2	$37K	Hold	1,125	–	–	0.02%	109
2022 Q1	$41K	Hold	1,125	–	–	0.02%	114
2021 Q4	$44K	Hold	1,125	–	–	0.02%	108
2021 Q3	$44K	Hold	1,125	–	–	0.02%	99
2021 Q2	$44K	Hold	1,125	–	–	0.02%	98
2021 Q1	$43K	Hold	1,125	–	–	0.02%	96
2020 Q4	$43K	Buy	+1,125	New	+$42K	0.02%	93
2016 Q4	–	Sell	-80	Closed	-$3K	–	246
2016 Q3	$3K	Hold	80	–	–	﹤0.01%	192
2016 Q2	$3K	Hold	80	–	–	﹤0.01%	187
2016 Q1	$3K	Hold	80	–	–	﹤0.01%	176
2015 Q4	$3K	Hold	80	–	–	﹤0.01%	187
2015 Q3	$3K	Sell	80 -1,310	-94%	-$51.2K	﹤0.01%	184
2015 Q2	$54K	Hold	1,390	–	–	0.04%	69
2015 Q1	$56K	Hold	1,390	–	–	0.04%	66
2014 Q4	$55K	Buy	+1,390	New	+$55K	0.04%	63

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 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

Lowe Wealth Advisors's PFF Position: Q3 2025 in Review

Lowe Wealth Advisors held its iShares Preferred and Income Securities ETF (PFF) position steady in Q3 2025 at 150 shares worth $4.74K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Lowe Wealth Advisors first reported a position in PFF in Q4 2014 and has held it in 20 quarters since. The position peaked at $56K in Q1 2015. 990 funds tracked by Wall St. Rank hold PFF as of Q3 2025.

Lowe Wealth Advisors held 150 shares of iShares Preferred and Income Securities ETF worth $4.74K as of Q3 2025.
Lowe Wealth Advisors left its iShares Preferred and Income Securities ETF share count unchanged in Q3 2025.
iShares Preferred and Income Securities ETF made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #290 holding.
Lowe Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2014 and has held it in 20 quarters since.
Lowe Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $56K in Q1 2015.
990 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.