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

Resurgent Financial 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
2026 Q1	$806K	Buy	26,587 +705	+3%	+$22.1K	0.29%	84
2025 Q4	$801K	Buy	25,882 +4,520	+21%	+$141K	0.4%	71
2025 Q3	$675K	Buy	+21,362	New	+$672K	0.33%	86
2024 Q4	–	Sell	-6,840	Closed	-$227K	–	186
2024 Q3	$227K	Sell	6,840 -3,785	-36%	-$122K	0.13%	165
2024 Q2	$335K	Sell	10,625 -10,495	-50%	-$330K	0.21%	131
2024 Q1	$681K	Buy	21,120 +10,603	+101%	+$338K	0.36%	80
2023 Q4	$328K	Buy	10,517 +2,439	+30%	+$72.9K	0.2%	125
2023 Q3	$244K	Buy	+8,078	New	+$247K	0.17%	126
2023 Q2	–	Sell	-684	Closed	-$21.4K	–	527
2023 Q1	$21.4K	Hold	684	–	–	0.01%	470
2022 Q4	$20.9K	Buy	+684	New	+$21.3K	0.01%	613
2022 Q2	–	Sell	-7,940	Closed	-$289K	–	212
2022 Q1	$289K	Buy	7,940 +550	+7%	+$20.2K	0.18%	134
2021 Q4	$291K	Buy	+7,390	New	+$287K	0.23%	94

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FIB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Resurgent Financial Advisors's PFF Position: Q1 2026 in Review

Resurgent Financial Advisors increased its iShares Preferred and Income Securities ETF (PFF) stake by 2.7% in Q1 2026, buying an estimated $22.1K and bringing the position to 26,587 shares worth $806K. The position accounts for 0.29% of the portfolio, ranked #84.

Resurgent Financial Advisors first reported a position in PFF in Q4 2021 and has held it in 12 quarters since. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Resurgent Financial Advisors held 26,587 shares of iShares Preferred and Income Securities ETF worth $806K as of Q1 2026.
Resurgent Financial Advisors bought 705 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $22.1K.
iShares Preferred and Income Securities ETF made up 0.29% of Resurgent Financial Advisors's portfolio in Q1 2026, its #84 holding.
Resurgent Financial Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 12 quarters since.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.