PUREfi Wealth’s iShares Preferred and Income Securities ETF PFF Stock Holding History

PUREfi Wealth’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	–	Sell	-25,283	Closed	-$771K	–	240
2026 Q2	$771K	Buy	25,283 +4,000	+19%	+$125K	0.42%	56
2026 Q1	$645K	Buy	+21,283	New	+$666K	0.42%	58
2025 Q3	–	Sell	-7,941	Closed	-$244K	–	170
2025 Q2	$244K	Hold	7,941	–	–	0.19%	136
2025 Q1	$244K	Hold	7,941	–	–	0.24%	111
2024 Q4	$250K	Buy	+7,941	New	+$259K	0.24%	125

Other funds holding PFF

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

PUREfi Wealth's PFF Position: Q3 2026 in Review

PUREfi Wealth sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2026, closing a stake of 25,283 shares — an estimated $771K sold.

PUREfi Wealth first reported a position in PFF in Q4 2024 and held it in 5 quarters. The position peaked at $771K in Q2 2026. 266 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

PUREfi Wealth reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2026 after selling out during the quarter.
PUREfi Wealth sold 25,283 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $771K.
PUREfi Wealth first reported a position in iShares Preferred and Income Securities ETF in Q4 2024 and held it in 5 quarters.
PUREfi Wealth's iShares Preferred and Income Securities ETF position peaked at $771K in Q2 2026.
266 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.