Mid-American Wealth Advisory Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Mid-American Wealth Advisory Group’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	–	Sell	-300	Closed	-$9.2K	–	237
2025 Q2	$9.2K	Buy	+300	New	+$9.03K	﹤0.01%	181
2024 Q3	–	Sell	-10,165	Closed	-$321K	–	55
2024 Q2	$321K	Sell	10,165 -5,176	-34%	-$163K	0.2%	45
2024 Q1	$494K	Sell	15,341 -4,391	-22%	-$140K	0.33%	23
2023 Q4	$615K	Sell	19,732 -1,370	-6%	-$40.9K	0.46%	23
2023 Q3	$613K	Sell	21,102 -171,639	-89%	-$5.25M	0.5%	22
2023 Q2	$5.96M	Buy	+192,741	New	+$5.9M	4.64%	8
2022 Q1	$2.78M	Sell	76,309 -12,739	-14%	-$468K	2.17%	16
2021 Q4	$3.51M	Buy	+89,048	New	+$3.46M	2.82%	11

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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

Mid-American Wealth Advisory Group's PFF Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2025, closing a stake of 300 shares — an estimated $9.2K sold.

Mid-American Wealth Advisory Group first reported a position in PFF in Q4 2021 and held it in 8 quarters. The position peaked at $5.96M in Q2 2023. 987 funds tracked by Wall St. Rank hold PFF as of Q3 2025.

Mid-American Wealth Advisory Group reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2025 after selling out during the quarter.
Mid-American Wealth Advisory Group sold 300 iShares Preferred and Income Securities ETF shares in Q3 2025, an estimated $9.2K.
Mid-American Wealth Advisory Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and held it in 8 quarters.
Mid-American Wealth Advisory Group's iShares Preferred and Income Securities ETF position peaked at $5.96M in Q2 2023.
987 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.