Midwest Trust’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Midwest Trust’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	$1.66M	Buy	56,385 +2,780	+5%	+$84.3K	0.02%	322
2026 Q2	$1.63M	Sell	53,605 -862	-2%	-$26.8K	0.02%	319
2026 Q1	$1.65M	Buy	54,467 +1,072	+2%	+$33.6K	0.02%	309
2025 Q4	$1.65M	Buy	53,395 +15,072	+39%	+$469K	0.02%	301
2025 Q3	$1.21M	Buy	38,323 +6	+0%	+$189	0.02%	323
2025 Q2	$1.18M	Buy	+38,317	New	+$1.15M	0.02%	323

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

Midwest Trust's PFF Position: Q3 2026 in Review

Midwest Trust increased its iShares Preferred and Income Securities ETF (PFF) stake by 5.2% in Q3 2026, buying an estimated $84.3K and bringing the position to 56,385 shares worth $1.66M. The position accounts for 0.02% of the portfolio, ranked #322.

Midwest Trust first reported a position in PFF in Q2 2025 and has held it in 6 quarters since. 579 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

Midwest Trust held 56,385 shares of iShares Preferred and Income Securities ETF worth $1.66M as of Q3 2026.
Midwest Trust bought 2,780 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $84.3K.
iShares Preferred and Income Securities ETF made up 0.02% of Midwest Trust's portfolio in Q3 2026, its #322 holding.
Midwest Trust first reported a position in iShares Preferred and Income Securities ETF in Q2 2025 and has held it in 6 quarters since.
579 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.