Mokosak Advisory Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Mokosak 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 Q4	–	Sell	-6,825	Closed	-$216K	–	40
2025 Q3	$216K	Buy	6,825 +108	+2%	+$3.4K	0.06%	35
2025 Q2	$206K	Buy	6,717 +115	+2%	+$3.46K	0.06%	35
2025 Q1	$203K	Buy	6,602 +72	+1%	+$2.27K	0.06%	34
2024 Q4	$205K	Buy	6,530 +134	+2%	+$4.38K	0.06%	33
2024 Q3	$213K	Buy	+6,396	New	+$206K	0.06%	31
2024 Q2	–	Sell	-6,206	Closed	-$200K	–	31
2024 Q1	$200K	Buy	+6,206	New	+$198K	0.07%	31

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

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mokosak Advisory Group's PFF Position: Q4 2025 in Review

Mokosak Advisory Group sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2025, closing a stake of 6,825 shares — an estimated $216K sold.

Mokosak Advisory Group first reported a position in PFF in Q1 2024 and held it in 6 quarters. The position peaked at $216K in Q3 2025. 1,010 funds tracked by Wall St. Rank hold PFF as of Q4 2025.

Mokosak Advisory Group reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2025 after selling out during the quarter.
Mokosak Advisory Group sold 6,825 iShares Preferred and Income Securities ETF shares in Q4 2025, an estimated $216K.
Mokosak Advisory Group first reported a position in iShares Preferred and Income Securities ETF in Q1 2024 and held it in 6 quarters.
Mokosak Advisory Group's iShares Preferred and Income Securities ETF position peaked at $216K in Q3 2025.
1,010 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2025.

Based on Mokosak Advisory Group's 13F filing for Q4 2025, filed 3 Feb 2026.