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

Primoris 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 Q2	$1.16M	Sell
2025 Q1	$1.22M	Sell
2024 Q4	$1.4M	Sell
2024 Q3	$1.49M	Buy
2024 Q2	$1M	Buy
2024 Q1	$952K	Buy
2023 Q4	$239K	Buy
2022 Q1	–	Sell
2021 Q4	$205K	Buy