Prevail Innovative Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Prevail Innovative Wealth 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
2025 Q3	–	Sell	-105,053	Closed	-$3.22M	–	230
2025 Q2	$3.22M	Sell	105,053 -4,249	-4%	-$128K	0.72%	46
2025 Q1	$3.36M	Buy	109,302 +2,099	+2%	+$66.2K	0.89%	35
2024 Q4	$3.37M	Sell	107,203 -8,294	-7%	-$271K	0.98%	37
2024 Q3	$3.84M	Buy	+115,497	New	+$3.72M	1.17%	24

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Prevail Innovative Wealth Advisors's PFF Position: Q3 2025 in Review

Prevail Innovative Wealth Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2025, closing a stake of 105,053 shares — an estimated $3.22M sold.

Prevail Innovative Wealth Advisors first reported a position in PFF in Q3 2024 and held it in 4 quarters. The position peaked at $3.84M in Q3 2024. 990 funds tracked by Wall St. Rank hold PFF as of Q3 2025.

Prevail Innovative Wealth Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2025 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 105,053 iShares Preferred and Income Securities ETF shares in Q3 2025, an estimated $3.22M.
Prevail Innovative Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q3 2024 and held it in 4 quarters.
Prevail Innovative Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $3.84M in Q3 2024.
990 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.