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

Powell 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
2026
Q1 		$1.74M Buy
57,293
+886
+2% +$27.7K 0.6% 26
2025
Q4 		$1.75M Buy
56,407
+1,382
+3% +$43K 0.6% 25
2025
Q3 		$1.74M Sell
55,025
-2,212
-4% -$69.6K 0.61% 25
2025
Q2 		$1.76M Sell
57,237
-126
-0.2% -$3.79K 0.66% 24
2025
Q1 		$1.76M Buy
57,363
+1,910
+3% +$60.2K 0.87% 18
2024
Q4 		$1.74M Sell
55,453
-665
-1% -$21.7K 0.81% 20
2024
Q3 		$1.86M Buy
56,118
+780
+1% +$25.1K 0.87% 20
2024
Q2 		$1.75M Sell
55,338
-1,741
-3% -$54.8K 0.9% 21
2024
Q1 		$1.84M Sell
57,079
-2,799
-5% -$89.2K 0.97% 16
2023
Q4 		$1.87M Sell
59,878
-470
-0.8% -$14K 1.03% 17
2023
Q3 		$1.82M Buy
60,348
+197
+0.3% +$6.02K 1.09% 17
2023
Q2 		$1.86M Sell
60,151
-3,402
-5% -$104K 1.09% 17
2023
Q1 		$1.98M Buy
63,553
+7,660
+14% +$246K 1.1% 17
2022
Q4 		$1.71M Sell
55,893
-49,057
-47% -$1.53M 0.99% 20
2022
Q3 		$3.32M Buy
104,950
+266
+0.3% +$8.92K 2.18% 12
2022
Q2 		$3.44M Sell
104,684
-21,159
-17% -$716K 2.09% 12
2022
Q1 		$4.58M Sell
125,843
-1,951
-2% -$71.7K 2.67% 10
2021
Q4 		$5.04M Sell
127,794
-693
-0.5% -$26.9K 2.86% 10
2021
Q3 		$4.99M Buy
128,487
+3,348
+3% +$131K 3.08% 9
2021
Q2 		$4.92M Sell
125,139
-25,964
-17% -$1.01M 3.02% 9
2021
Q1 		$5.8M Sell
151,103
-4,343
-3% -$165K 3.8% 8
2020
Q4 		$5.99M Buy
155,446
+2,084
+1% +$77.9K 4.55% 8
2020
Q3 		$5.59M Buy
153,362
+6,095
+4% +$219K 4.8% 6
2020
Q2 		$5.1M Buy
147,267
+5,565
+4% +$190K 4.93% 7
2020
Q1 		$4.51M Sell
141,702
-2,214
-2% -$79.4K 5.46% 3
2019
Q4 		$5.41M Buy
+143,916
New +$5.37M 5.64% 4

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

Powell Investment Advisors's PFF Position: Q1 2026 in Review

Powell Investment Advisors increased its iShares Preferred and Income Securities ETF (PFF) stake by 1.6% in Q1 2026, buying an estimated $27.7K and bringing the position to 57,293 shares worth $1.74M. The position accounts for 0.6% of the portfolio, ranked #26.

Powell Investment Advisors first reported a position in PFF in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.99M in Q4 2020. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • Powell Investment Advisors held 57,293 shares of iShares Preferred and Income Securities ETF worth $1.74M as of Q1 2026.
  • Powell Investment Advisors bought 886 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $27.7K.
  • iShares Preferred and Income Securities ETF made up 0.6% of Powell Investment Advisors's portfolio in Q1 2026, its #26 holding.
  • Powell Investment Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and has held it in 26 quarters since.
  • Powell Investment Advisors's iShares Preferred and Income Securities ETF position peaked at $5.99M in Q4 2020.
  • 965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Powell Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.