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

Savvy Advisors Inc’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 Q2	$1.19M	Sell	39,003 -6,009	-13%	-$187K	0.03%	471
2026 Q1	$1.36M	Buy	45,012 +34,774	+340%	+$1.09M	0.04%	357
2025 Q4	$317K	Buy	+10,238	New	+$319K	0.01%	751
2025 Q2	–	Sell	-7,344	Closed	-$226K	–	667
2025 Q1	$226K	Sell	7,344 -979	-12%	-$30.9K	0.02%	463
2024 Q4	$262K	Buy	+8,323	New	+$272K	0.03%	369

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Savvy Advisors Inc's PFF Position: Q2 2026 in Review

Savvy Advisors Inc reduced its iShares Preferred and Income Securities ETF (PFF) stake by 13% in Q2 2026, selling an estimated $187K and leaving 39,003 shares worth $1.19M. The position accounts for 0.03% of the portfolio, ranked #471.

Savvy Advisors Inc first reported a position in PFF in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.36M in Q1 2026. 975 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Savvy Advisors Inc held 39,003 shares of iShares Preferred and Income Securities ETF worth $1.19M as of Q2 2026.
Savvy Advisors Inc sold 6,009 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $187K.
iShares Preferred and Income Securities ETF made up 0.03% of Savvy Advisors Inc's portfolio in Q2 2026, its #471 holding.
Savvy Advisors Inc first reported a position in iShares Preferred and Income Securities ETF in Q4 2024 and has held it in 5 quarters since.
Savvy Advisors Inc's iShares Preferred and Income Securities ETF position peaked at $1.36M in Q1 2026.
975 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.