Powers Advisory Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Powers Advisory Group’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	–	Sell	-7,541	Closed	-$238K	–	129
2025 Q3	$238K	Sell	7,541 -1,798	-19%	-$56.5K	0.1%	114
2025 Q2	$287K	Sell	9,339 -1,625	-15%	-$48.9K	0.13%	93
2025 Q1	$337K	Sell	10,964 -988	-8%	-$31.1K	0.16%	84
2024 Q4	$376K	Sell	11,952 -6,104	-34%	-$199K	0.19%	73
2024 Q3	$600K	Buy	18,056 +16	+0.1%	+$515	0.3%	54
2024 Q2	$569K	Buy	18,040 +1,471	+9%	+$46.3K	0.31%	51
2024 Q1	$534K	Sell	16,569 -979	-6%	-$31.2K	0.31%	54
2023 Q4	$547K	Buy	17,548 +697	+4%	+$20.8K	0.34%	53
2023 Q3	$508K	Buy	16,851 +1,034	+7%	+$31.6K	0.35%	53
2023 Q2	$489K	Sell	15,817 -235	-1%	-$7.19K	0.32%	57
2023 Q1	$501K	Sell	16,052 -872	-5%	-$28K	0.35%	58
2022 Q4	$517K	Sell	16,924 -6,852	-29%	-$213K	0.38%	55
2022 Q3	$753K	Buy	23,776 +59	+0.2%	+$1.98K	0.6%	37
2022 Q2	$780K	Buy	23,717 +51	+0.2%	+$1.73K	0.6%	38
2022 Q1	$862K	Sell	23,666 -220	-0.9%	-$8.09K	0.6%	41
2021 Q4	$942K	Buy	+23,886	New	+$928K	0.66%	37

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

Powers Advisory Group's PFF Position: Q4 2025 in Review

Powers Advisory Group sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2025, closing a stake of 7,541 shares — an estimated $238K sold.

Powers Advisory Group first reported a position in PFF in Q4 2021 and held it in 16 quarters. The position peaked at $942K in Q4 2021. 1,010 funds tracked by Wall St. Rank hold PFF as of Q4 2025.

Powers Advisory Group reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2025 after selling out during the quarter.
Powers Advisory Group sold 7,541 iShares Preferred and Income Securities ETF shares in Q4 2025, an estimated $238K.
Powers Advisory Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and held it in 16 quarters.
Powers Advisory Group's iShares Preferred and Income Securities ETF position peaked at $942K in Q4 2021.
1,010 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2025.

Based on Powers Advisory Group's 13F filing for Q4 2025, filed 22 Jan 2026.