Planning Project LLC’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Planning Project LLC’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 Q4	$20K	Buy	+645	New	+$20.1K	0.01%	89

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Planning Project LLC's PFF Position: Q4 2025 in Review

Planning Project LLC opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q4 2025: 645 shares worth $20K. The stake represents 0.01% of the portfolio and ranks #89 among its holdings.

1,010 funds tracked by Wall St. Rank hold PFF as of Q4 2025.

Planning Project LLC held 645 shares of iShares Preferred and Income Securities ETF worth $20K as of Q4 2025.
iShares Preferred and Income Securities ETF was a new Planning Project LLC position in Q4 2025.
iShares Preferred and Income Securities ETF made up 0.01% of Planning Project LLC's portfolio in Q4 2025, its #89 holding.
1,010 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.