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

Midland 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
Q2 		– Sell
-10,285
Closed -$316K – 185
2025
Q1 		$316K Sell
10,285
-200
-2% -$6.3K 0.02% 153
2024
Q4 		$330K Buy
10,485
+200
+2% +$6.53K 0.02% 152
2024
Q3 		$342K Buy
+10,285
New +$331K 0.02% 156

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Midland Wealth Advisors's PFF Position: Q2 2025 in Review

Midland Wealth Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2025, closing a stake of 10,285 shares — an estimated $316K sold.

Midland Wealth Advisors first reported a position in PFF in Q3 2024 and held it in 3 quarters. The position peaked at $342K in Q3 2024. 986 funds tracked by Wall St. Rank hold PFF as of Q2 2025.

  • Midland Wealth Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2025 after selling out during the quarter.
  • Midland Wealth Advisors sold 10,285 iShares Preferred and Income Securities ETF shares in Q2 2025, an estimated $316K.
  • Midland Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q3 2024 and held it in 3 quarters.
  • Midland Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $342K in Q3 2024.
  • 986 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2025.

Based on Midland Wealth Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.