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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PUREfi Wealth's PFF Position: Q1 2026 in Review

PUREfi Wealth opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q1 2026: 21,283 shares worth $645K. The stake represents 0.42% of the portfolio and ranks #58 among its holdings. This is a return to the name: PUREfi Wealth previously reported a position in PFF as recently as Q2 2025.

PUREfi Wealth first reported a position in PFF in Q4 2024 and has held it in 4 quarters since. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • PUREfi Wealth held 21,283 shares of iShares Preferred and Income Securities ETF worth $645K as of Q1 2026.
  • iShares Preferred and Income Securities ETF was a new PUREfi Wealth position in Q1 2026.
  • iShares Preferred and Income Securities ETF made up 0.42% of PUREfi Wealth's portfolio in Q1 2026, its #58 holding.
  • PUREfi Wealth first reported a position in iShares Preferred and Income Securities ETF in Q4 2024 and has held it in 4 quarters since.
  • 965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on PUREfi Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.