Lugano Financial Advisors SA (LFA)’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$103K	Sell	3,413 -547	-14%	-$17.1K	0.05%	110
2025 Q4	$123K	Buy	3,960 +3,319	+518%	+$103K	0.06%	113
2025 Q3	$20.2K	Hold	641	–	–	0.01%	188
2025 Q2	$19.5K	Sell	641 -2,003	-76%	-$60.3K	0.01%	186
2025 Q1	$81.3K	Hold	2,644	–	–	0.06%	114
2024 Q4	$83.1K	Sell	2,644 -531	-17%	-$17.3K	0.05%	122
2024 Q3	$106K	Hold	3,175	–	–	0.07%	113
2024 Q2	$100K	Hold	3,175	–	–	0.08%	105
2024 Q1	$102K	Buy	3,175 +1,513	+91%	+$48.2K	0.07%	104
2023 Q4	$51.8K	Sell	1,662 -2,732	-62%	-$81.6K	0.04%	110
2023 Q3	$132K	Sell	4,394 -2,031	-32%	-$62.1K	0.11%	74
2023 Q2	$199K	Sell	6,425 -123	-2%	-$3.76K	0.13%	73
2023 Q1	$204K	Sell	6,548 -238	-4%	-$7.64K	0.15%	47
2022 Q4	$207K	Buy	6,786 +1,998	+42%	+$62.1K	0.15%	56
2022 Q3	$152K	Sell	4,788 -89,347	-95%	-$2.99M	0.12%	67
2022 Q2	$3.1M	Buy	94,135 +12,395	+15%	+$419K	2.16%	16
2022 Q1	$2.98M	Sell	81,740 -5,501	-6%	-$202K	1.99%	17
2021 Q4	$3.44M	Buy	87,241 +8,712	+11%	+$339K	1.99%	16
2021 Q3	$3.05M	Buy	78,529 +722	+0.9%	+$28.3K	2%	16
2021 Q2	$3.06M	Buy	77,807 +542	+0.7%	+$21K	1.93%	15
2021 Q1	$2.97M	Sell	77,265 -8,399	-10%	-$319K	2.08%	15
2020 Q4	$3.3M	Buy	85,664 +27,017	+46%	+$1.01M	2.56%	15
2020 Q3	$2.15M	Buy	58,647 +1,777	+3%	+$63.9K	2%	15
2020 Q2	$1.99M	Sell	56,870 -643	-1%	-$21.9K	2.1%	12
2020 Q1	$2.19M	Sell	57,513 -9,923	-15%	-$356K	1.97%	12
2019 Q4	$2.54M	Buy	+67,436	New	+$2.52M	1.85%	12
2019 Q2	$1.85M	Sell	50,253 -844	-2%	-$30.9K	1.15%	15
2019 Q1	$1.87M	Sell	51,097 -15,497	-23%	-$557K	1.12%	15
2018 Q4	$2.47M	Hold	66,594	–	–	1.72%	13
2018 Q3	$2.47M	Sell	66,594 -20,054	-23%	-$752K	1.72%	13
2018 Q2	$3.24M	Buy	+86,648	New	+$3.23M	3.11%	8

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

Lugano Financial Advisors SA (LFA)'s PFF Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) reduced its iShares Preferred and Income Securities ETF (PFF) stake by 14% in Q1 2026, selling an estimated $17.1K and leaving 3,413 shares worth $103K. The position accounts for 0.05% of the portfolio, ranked #110.

Lugano Financial Advisors SA (LFA) first reported a position in PFF in Q2 2018 and has held it in 31 quarters since. The position peaked at $3.44M in Q4 2021. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Lugano Financial Advisors SA (LFA) held 3,413 shares of iShares Preferred and Income Securities ETF worth $103K as of Q1 2026.
Lugano Financial Advisors SA (LFA) sold 547 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $17.1K.
iShares Preferred and Income Securities ETF made up 0.05% of Lugano Financial Advisors SA (LFA)'s portfolio in Q1 2026, its #110 holding.
Lugano Financial Advisors SA (LFA) first reported a position in iShares Preferred and Income Securities ETF in Q2 2018 and has held it in 31 quarters since.
Lugano Financial Advisors SA (LFA)'s iShares Preferred and Income Securities ETF position peaked at $3.44M in Q4 2021.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.