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Pension & Wealth Management Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Pension & Wealth Management 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
2026
Q1 		– Sell
-630
Closed -$19.5K – 556
2025
Q4 		$19.5K Hold
630
– – 0.01% 377
2025
Q3 		$19.9K Hold
630
– – 0.01% 358
2025
Q2 		$19.3K Hold
630
– – 0.01% 331
2025
Q1 		$19.4K Buy
+630
New +$19.9K 0.01% 329

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 $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pension & Wealth Management Advisors's PFF Position: Q1 2026 in Review

Pension & Wealth Management Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2026, closing a stake of 630 shares — an estimated $19.5K sold.

Pension & Wealth Management Advisors first reported a position in PFF in Q1 2025 and held it in 4 quarters. The position peaked at $19.9K in Q3 2025. 971 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • Pension & Wealth Management Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2026 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 630 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $19.5K.
  • Pension & Wealth Management Advisors first reported a position in iShares Preferred and Income Securities ETF in Q1 2025 and held it in 4 quarters.
  • Pension & Wealth Management Advisors's iShares Preferred and Income Securities ETF position peaked at $19.9K in Q3 2025.
  • 971 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q1 2026, filed 7 Aug 2026.