Prospect Financial Services’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Prospect Financial Services’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	$602K	Sell	19,863 -7,638	-28%	-$239K	0.37%	51
2025 Q4	$851K	Sell	27,501 -4,670	-15%	-$145K	0.49%	41
2025 Q3	$1.02M	Sell	32,171 -2,059	-6%	-$64.7K	0.59%	36
2025 Q2	$1.05M	Sell	34,230 -13,190	-28%	-$397K	0.65%	38
2025 Q1	$1.46M	Sell	47,420 -3,189	-6%	-$101K	0.81%	30
2024 Q4	$1.59M	Buy	50,609 +6,707	+15%	+$219K	0.87%	27
2024 Q3	$1.46M	Buy	43,902 +3,908	+10%	+$126K	0.9%	25
2024 Q2	$1.26M	Buy	39,994 +6,832	+21%	+$215K	0.97%	25
2024 Q1	$1.07M	Buy	33,162 +15,426	+87%	+$492K	0.88%	29
2023 Q4	$553K	Buy	+17,736	New	+$530K	0.56%	35

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FIB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Prospect Financial Services's PFF Position: Q1 2026 in Review

Prospect Financial Services reduced its iShares Preferred and Income Securities ETF (PFF) stake by 28% in Q1 2026, selling an estimated $239K and leaving 19,863 shares worth $602K. The position accounts for 0.37% of the portfolio, ranked #51.

Prospect Financial Services first reported a position in PFF in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.59M in Q4 2024. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Prospect Financial Services held 19,863 shares of iShares Preferred and Income Securities ETF worth $602K as of Q1 2026.
Prospect Financial Services sold 7,638 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $239K.
iShares Preferred and Income Securities ETF made up 0.37% of Prospect Financial Services's portfolio in Q1 2026, its #51 holding.
Prospect Financial Services first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and has held it in 10 quarters since.
Prospect Financial Services's iShares Preferred and Income Securities ETF position peaked at $1.59M in Q4 2024.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Prospect Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.