Next Level Wealth Planning
PFF icon

Next Level Wealth Planning’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Next Level Wealth Planning’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 		$4.54K Buy
+154
New +$4.67K ﹤0.01% 393

Other funds holding PFF

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Next Level Wealth Planning's PFF Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q3 2026: 154 shares worth $4.54K. The stake represents ﹤0.01% of the portfolio and ranks #393 among its holdings.

574 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

  • Next Level Wealth Planning held 154 shares of iShares Preferred and Income Securities ETF worth $4.54K as of Q3 2026.
  • iShares Preferred and Income Securities ETF was a new Next Level Wealth Planning position in Q3 2026.
  • iShares Preferred and Income Securities ETF made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #393 holding.
  • 574 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.