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Optimum Investment Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Optimum Investment 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
Q3 		$240K Hold
7,600
– – 0.1% 173
2025
Q2 		$233K Hold
7,600
– – 0.1% 166
2025
Q1 		$234K Hold
7,600
– – 0.11% 155
2024
Q4 		$239K Sell
7,600
-400
-5% -$13.1K 0.11% 157
2024
Q3 		$266K Hold
8,000
– – 0.11% 162
2024
Q2 		$252K Hold
8,000
– – 0.11% 166
2024
Q1 		$258K Hold
8,000
– – 0.12% 166
2023
Q4 		$250K Hold
8,000
– – 0.13% 162
2023
Q3 		$241K Hold
8,000
– – 0.12% 165
2023
Q2 		$247K Hold
8,000
– – 0.12% 164
2023
Q1 		$250K Sell
8,000
-1,588
-17% -$51K 0.13% 155
2022
Q4 		$293K Sell
9,588
-400
-4% -$12.4K 0.16% 145
2022
Q3 		$316K Sell
9,988
-500
-5% -$16.8K 0.17% 132
2022
Q2 		$345K Hold
10,488
– – 0.17% 126
2022
Q1 		$382K Buy
10,488
+100
+1% +$3.68K 0.16% 133
2021
Q4 		$410K Buy
10,388
+1,000
+11% +$38.9K 0.16% 133
2021
Q3 		$364K Hold
9,388
– – 0.15% 142
2021
Q2 		$369K Sell
9,388
-300
-3% -$11.6K 0.12% 178
2021
Q1 		$372K Hold
9,688
– – 0.11% 185
2020
Q4 		$373K Sell
9,688
-2,500
-21% -$93.4K 0.11% 169
2020
Q3 		$444K Sell
12,188
-6,400
-34% -$230K 0.15% 138
2020
Q2 		$644K Hold
18,588
– – 0.22% 102
2020
Q1 		$592K Sell
18,588
-1,700
-8% -$61K 0.24% 97
2019
Q4 		$763K Buy
20,288
+500
+3% +$18.7K 0.23% 115
2019
Q3 		$743K Sell
19,788
-2,000
-9% -$74.4K 0.23% 111
2019
Q2 		$803K Hold
21,788
– – 0.26% 93
2019
Q1 		$796K Sell
21,788
-600
-3% -$21.6K 0.26% 95
2018
Q4 		$766K Sell
22,388
-100
-0.4% -$3.54K 0.26% 98
2018
Q3 		$835K Hold
22,488
– – 0.23% 113
2018
Q2 		$848K Hold
22,488
– – 0.24% 108
2018
Q1 		$845K Sell
22,488
-1,400
-6% -$52.5K 0.25% 105
2017
Q4 		$909K Hold
23,888
– – 0.29% 102
2017
Q3 		$927K Buy
23,888
+500
+2% +$19.5K 0.31% 98
2017
Q2 		$916K Buy
23,388
+300
+1% +$11.7K 0.32% 94
2017
Q1 		$894K Buy
23,088
+1,400
+6% +$53.5K 0.32% 94
2016
Q4 		$807K Sell
21,688
-400
-2% -$15.2K 0.3% 95
2016
Q3 		$872K Buy
22,088
+1,000
+5% +$39.9K 0.33% 87
2016
Q2 		$841K Buy
21,088
+2,000
+10% +$78.4K 0.33% 92
2016
Q1 		$745K Buy
19,088
+4,200
+28% +$161K 0.29% 105
2015
Q4 		$578K Buy
14,888
+488
+3% +$19K 0.22% 131
2015
Q3 		$556K Buy
+14,400
New +$563K 0.22% 134
2015
Q1 		$525K Sell
13,100
-1,100
-8% -$43.8K 0.17% 153
2014
Q4 		$560K Buy
14,200
+800
+6% +$31.6K 0.18% 146
2014
Q3 		$530K Sell
13,400
-1,800
-12% -$71.3K 0.18% 143
2014
Q2 		$607K Buy
15,200
+6,000
+65% +$236K 0.2% 136
2014
Q1 		$359K Buy
9,200
+1,700
+23% +$64.9K 0.13% 163
2013
Q4 		$276K Sell
7,500
-900
-11% -$34K 0.1% 185
2013
Q3 		$319K Buy
+8,400
New +$321K 0.13% 164

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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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

Optimum Investment Advisors's PFF Position: Q3 2025 in Review

Optimum Investment Advisors held its iShares Preferred and Income Securities ETF (PFF) position steady in Q3 2025 at 7,600 shares worth $240K. The position accounts for 0.1% of the portfolio, ranked #173.

Optimum Investment Advisors first reported a position in PFF in Q3 2013 and has held it in 48 quarters since. The position peaked at $927K in Q3 2017. 987 funds tracked by Wall St. Rank hold PFF as of Q3 2025.

  • Optimum Investment Advisors held 7,600 shares of iShares Preferred and Income Securities ETF worth $240K as of Q3 2025.
  • Optimum Investment Advisors left its iShares Preferred and Income Securities ETF share count unchanged in Q3 2025.
  • iShares Preferred and Income Securities ETF made up 0.1% of Optimum Investment Advisors's portfolio in Q3 2025, its #173 holding.
  • Optimum Investment Advisors first reported a position in iShares Preferred and Income Securities ETF in Q3 2013 and has held it in 48 quarters since.
  • Optimum Investment Advisors's iShares Preferred and Income Securities ETF position peaked at $927K in Q3 2017.
  • 987 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.