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

PSI 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 		– Sell
-2,077
Closed -$63.8K – 512
2025
Q1 		$63.8K Sell
2,077
-181
-8% -$5.71K 0.02% 211
2024
Q4 		$71K Sell
2,258
-174
-7% -$5.68K 0.02% 225
2024
Q3 		$80.8K Buy
2,432
+26
+1% +$837 0.02% 209
2024
Q2 		$75.9K Buy
2,406
+284
+13% +$8.94K 0.02% 206
2024
Q1 		$68.4K Sell
2,122
-281
-12% -$8.96K 0.02% 217
2023
Q4 		$74.9K Buy
2,403
+337
+16% +$10.1K 0.03% 215
2023
Q3 		$62.3K Buy
2,066
+1,616
+359% +$49.4K 0.03% 227
2023
Q2 		$13.9K Sell
450
-52
-10% -$1.59K 0.01% 444
2023
Q1 		$15.7K Buy
502
+52
+12% +$1.67K 0.01% 375
2022
Q4 		$13.7K Sell
450
-52
-10% -$1.62K 0.01% 380
2022
Q3 		$16K Hold
502
– – 0.01% 356
2022
Q2 		$17K Hold
502
– – 0.01% 379
2022
Q1 		$18K Sell
502
-253
-34% -$9.3K 0.01% 383
2021
Q4 		$30K Hold
755
– – 0.01% 332
2021
Q3 		$29K Buy
+755
New +$29.6K 0.01% 340
2020
Q1 		– Sell
-708
Closed -$26K – 447
2019
Q4 		$26K Buy
+708
New +$26.4K 0.02% 341

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

PSI Advisors's PFF Position: Q2 2025 in Review

PSI Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2025, closing a stake of 2,077 shares — an estimated $63.8K sold.

PSI Advisors first reported a position in PFF in Q4 2019 and held it in 16 quarters. The position peaked at $80.8K in Q3 2024. 988 funds tracked by Wall St. Rank hold PFF as of Q2 2025.

  • PSI Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 2,077 iShares Preferred and Income Securities ETF shares in Q2 2025, an estimated $63.8K.
  • PSI Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and held it in 16 quarters.
  • PSI Advisors's iShares Preferred and Income Securities ETF position peaked at $80.8K in Q3 2024.
  • 988 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.