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Morey & Quinn Wealth Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Morey & Quinn Wealth Partners’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
-13,295
Closed -$409K – 132
2025
Q1 		$409K Sell
13,295
-100
-0.7% -$3.15K 0.34% 74
2024
Q4 		$421K Buy
+13,395
New +$437K 0.36% 70

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 $1.92B AUM 19.65% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morey & Quinn Wealth Partners's PFF Position: Q2 2025 in Review

Morey & Quinn Wealth Partners sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2025, closing a stake of 13,295 shares — an estimated $409K sold.

Morey & Quinn Wealth Partners first reported a position in PFF in Q4 2024 and held it in 2 quarters. The position peaked at $421K in Q4 2024. 986 funds tracked by Wall St. Rank hold PFF as of Q2 2025.

  • Morey & Quinn Wealth Partners reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2025 after selling out during the quarter.
  • Morey & Quinn Wealth Partners sold 13,295 iShares Preferred and Income Securities ETF shares in Q2 2025, an estimated $409K.
  • Morey & Quinn Wealth Partners first reported a position in iShares Preferred and Income Securities ETF in Q4 2024 and held it in 2 quarters.
  • Morey & Quinn Wealth Partners's iShares Preferred and Income Securities ETF position peaked at $421K in Q4 2024.
  • 986 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2025.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2025, filed 23 Jul 2025.