Paulson Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Paulson Wealth Management’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 Q1	$5.76M	Buy	190,070 +15,182	+9%	+$475K	1.35%	15
2025 Q4	$5.41M	Buy	174,888 +9,389	+6%	+$292K	1.25%	14
2025 Q3	$5.23M	Buy	+165,499	New	+$5.2M	1.24%	14
2021 Q4	–	Sell	-140,171	Closed	-$5.44M	–	98
2021 Q3	$5.44M	Buy	140,171 +55,980	+66%	+$2.2M	2.58%	10
2021 Q2	$3.31M	Buy	84,191 +1,291	+2%	+$50K	1.6%	14
2021 Q1	$3.22M	Buy	82,900 +8,544	+11%	+$324K	1.6%	14
2020 Q4	$2.86M	Buy	+74,356	New	+$2.78M	1.67%	13
2020 Q2	–	Sell	-7,620	Closed	-$255K	–	88
2020 Q1	$255K	Buy	+7,620	New	+$273K	0.2%	71
2018 Q1	–	Sell	-1,988	Closed	-$76K	–	402
2017 Q4	$76K	Buy	+1,988	New	+$76.3K	0.07%	162

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Paulson Wealth Management's PFF Position: Q1 2026 in Review

Paulson Wealth Management increased its iShares Preferred and Income Securities ETF (PFF) stake by 8.7% in Q1 2026, buying an estimated $475K and bringing the position to 190,070 shares worth $5.76M. The position accounts for 1.35% of the portfolio, ranked #15.

Paulson Wealth Management first reported a position in PFF in Q4 2017 and has held it in 9 quarters since. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Paulson Wealth Management held 190,070 shares of iShares Preferred and Income Securities ETF worth $5.76M as of Q1 2026.
Paulson Wealth Management bought 15,182 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $475K.
iShares Preferred and Income Securities ETF made up 1.35% of Paulson Wealth Management's portfolio in Q1 2026, its #15 holding.
Paulson Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2017 and has held it in 9 quarters since.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Paulson Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.