PBF
PFF icon

Petix & Botte Financial’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Petix & Botte Financial’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 		$370K Sell
6,100
-6,092
-50% -$191K 0.08% 99
2025
Q4 		$377K Sell
12,192
-1,317
-10% -$41K 0.09% 95
2025
Q3 		$427K Sell
13,509
-2,634
-16% -$82.8K 0.1% 92
2025
Q2 		$495K Buy
16,143
+74
+0.5% +$2.23K 0.12% 84
2025
Q1 		$494K Sell
16,069
-3,895
-20% -$123K 0.13% 81
2024
Q4 		$628K Sell
19,964
-7,011
-26% -$229K 0.17% 76
2024
Q3 		$896K Sell
26,975
-179
-0.7% -$5.76K 0.24% 52
2024
Q2 		$857K Buy
27,154
+13,679
+102% +$431K 0.24% 52
2024
Q1 		$434K Sell
13,475
-13,331
-50% -$425K 0.11% 98
2023
Q4 		$836K Sell
26,806
-4,529
-14% -$135K 0.25% 50
2023
Q3 		$945K Buy
31,335
+93
+0.3% +$2.84K 0.3% 45
2023
Q2 		$966K Buy
31,242
+15,763
+102% +$482K 0.3% 44
2023
Q1 		$483K Buy
+15,479
New +$497K 0.33% 44
2022
Q3 		$515K Buy
16,268
+108
+0.7% +$3.62K 0.39% 43
2022
Q2 		$531K Sell
16,160
-16,387
-50% -$555K 0.39% 42
2022
Q1 		$1.19M Buy
32,547
+15,725
+93% +$578K 0.37% 42
2021
Q4 		$663K Sell
16,822
-20,564
-55% -$799K 0.42% 38
2021
Q3 		$1.45M Buy
37,386
+17,710
+90% +$695K 0.49% 38
2021
Q2 		$774K Sell
19,676
-525
-3% -$20.3K 0.54% 39
2021
Q1 		$776K Sell
20,201
-1,111
-5% -$42.1K 0.57% 38
2020
Q4 		$821K Sell
21,312
-1,002
-4% -$37.4K 0.61% 35
2020
Q3 		$813K Sell
22,314
-26,455
-54% -$952K 0.65% 31
2020
Q2 		$845K Buy
48,769
+23,723
+95% +$808K 0.7% 30
2020
Q1 		$797K Sell
25,046
-8,726
-26% -$313K 0.78% 29
2019
Q4 		$1.27M Buy
+33,772
New +$1.26M 1% 26

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 $1.78B AUM 13.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Petix & Botte Financial's PFF Position: Q1 2026 in Review

Petix & Botte Financial reduced its iShares Preferred and Income Securities ETF (PFF) stake by 50% in Q1 2026, selling an estimated $191K and leaving 6,100 shares worth $370K. The position accounts for 0.08% of the portfolio, ranked #99.

Petix & Botte Financial first reported a position in PFF in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.45M in Q3 2021. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • Petix & Botte Financial held 6,100 shares of iShares Preferred and Income Securities ETF worth $370K as of Q1 2026.
  • Petix & Botte Financial sold 6,092 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $191K.
  • iShares Preferred and Income Securities ETF made up 0.08% of Petix & Botte Financial's portfolio in Q1 2026, its #99 holding.
  • Petix & Botte Financial first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and has held it in 25 quarters since.
  • Petix & Botte Financial's iShares Preferred and Income Securities ETF position peaked at $1.45M in Q3 2021.
  • 965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.