Private Wealth Asset Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Private Wealth Asset Management’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	-200	Closed	-$6.32K	–	1132
2025 Q3	$6.32K	Hold	200	–	–	﹤0.01%	730
2025 Q2	$6.14K	Hold	200	–	–	﹤0.01%	741
2025 Q1	$6.15K	Buy	+200	New	+$6.3K	﹤0.01%	705

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 22.9% 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

Private Wealth Asset Management's PFF Position: Q4 2025 in Review

Private Wealth Asset Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2025, closing a stake of 200 shares — an estimated $6.32K sold.

Private Wealth Asset Management first reported a position in PFF in Q1 2025 and held it in 3 quarters. The position peaked at $6.32K in Q3 2025. 1,011 funds tracked by Wall St. Rank hold PFF as of Q4 2025.

Private Wealth Asset Management reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2025 after selling out during the quarter.
Private Wealth Asset Management sold 200 iShares Preferred and Income Securities ETF shares in Q4 2025, an estimated $6.32K.
Private Wealth Asset Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2025 and held it in 3 quarters.
Private Wealth Asset Management's iShares Preferred and Income Securities ETF position peaked at $6.32K in Q3 2025.
1,011 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2025.

Based on Private Wealth Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.