PP
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Prosperity Planning’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Prosperity Planning’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
Q3 		$292K Buy
+9,905
New +$301K 0.06% 105

Other funds holding PFF

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FFS
Fortress Financial Solutions Tucson, Arizona $118M AUM
BBFA
Brindle & Bay Financial Advisors Frisco, Texas $268M AUM 13.55% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Prosperity Planning's PFF Position: Q3 2026 in Review

Prosperity Planning opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q3 2026: 9,905 shares worth $292K. The stake represents 0.06% of the portfolio and ranks #105 among its holdings.

134 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

  • Prosperity Planning held 9,905 shares of iShares Preferred and Income Securities ETF worth $292K as of Q3 2026.
  • iShares Preferred and Income Securities ETF was a new Prosperity Planning position in Q3 2026.
  • iShares Preferred and Income Securities ETF made up 0.06% of Prosperity Planning's portfolio in Q3 2026, its #105 holding.
  • 134 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.