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

Rialto Wealth Management’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	$417K	Hold	13,762	–	–	0.09%	110
2025 Q4	$426K	Buy	13,762 +262	+2%	+$8.16K	0.1%	106
2025 Q3	$427K	Sell	13,500 -376	-3%	-$11.8K	0.11%	101
2025 Q2	$426K	Hold	13,876	–	–	0.12%	99
2025 Q1	$426K	Sell	13,876 -1,820	-12%	-$57.4K	0.13%	99
2024 Q4	$493K	Buy	+15,696	New	+$512K	0.16%	92

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 $1.78B AUM 13.62% 1-Year Est. Return

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

Rialto Wealth Management's PFF Position: Q1 2026 in Review

Rialto Wealth Management held its iShares Preferred and Income Securities ETF (PFF) position steady in Q1 2026 at 13,762 shares worth $417K. The position accounts for 0.09% of the portfolio, ranked #110.

Rialto Wealth Management first reported a position in PFF in Q4 2024 and has held it in 6 quarters since. The position peaked at $493K in Q4 2024. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Rialto Wealth Management held 13,762 shares of iShares Preferred and Income Securities ETF worth $417K as of Q1 2026.
Rialto Wealth Management left its iShares Preferred and Income Securities ETF share count unchanged in Q1 2026.
iShares Preferred and Income Securities ETF made up 0.09% of Rialto Wealth Management's portfolio in Q1 2026, its #110 holding.
Rialto Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2024 and has held it in 6 quarters since.
Rialto Wealth Management's iShares Preferred and Income Securities ETF position peaked at $493K in Q4 2024.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.