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 Q2	$595K	Sell	19,529 -334	-2%	-$10.4K	0.3%	63
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 $1.55T 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

FIB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prospect Financial Services's PFF Position: Q2 2026 in Review

Prospect Financial Services reduced its iShares Preferred and Income Securities ETF (PFF) stake by 1.7% in Q2 2026, selling an estimated $10.4K and leaving 19,529 shares worth $595K. The position accounts for 0.3% of the portfolio, ranked #63.

Prospect Financial Services first reported a position in PFF in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.59M in Q4 2024. 970 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Prospect Financial Services held 19,529 shares of iShares Preferred and Income Securities ETF worth $595K as of Q2 2026.
Prospect Financial Services sold 334 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $10.4K.
iShares Preferred and Income Securities ETF made up 0.3% of Prospect Financial Services's portfolio in Q2 2026, its #63 holding.
Prospect Financial Services first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and has held it in 11 quarters since.
Prospect Financial Services's iShares Preferred and Income Securities ETF position peaked at $1.59M in Q4 2024.
970 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Prospect Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.