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

Semmax 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
2025 Q2	$427	Hold	14	–	–	﹤0.01%	386
2025 Q1	$413	Hold	14	–	–	﹤0.01%	387
2024 Q4	$434	Hold	14	–	–	﹤0.01%	321
2024 Q3	$447	Hold	14	–	–	﹤0.01%	342
2024 Q2	$433	Hold	14	–	–	﹤0.01%	377
2024 Q1	$430	Hold	14	–	–	﹤0.01%	367
2023 Q4	$433	Hold	14	–	–	﹤0.01%	372
2023 Q3	$406	Buy	+14	New	+$428	﹤0.01%	336
2022 Q4	$0	Hold	14	–	–	﹤0.01%	299
2022 Q3	$0	Hold	14	–	–	﹤0.01%	282
2022 Q2	$0	Hold	14	–	–	﹤0.01%	296
2022 Q1	$0	Sell	14 -4	-22%	-$147	﹤0.01%	298
2021 Q4	$1K	Hold	18	–	–	﹤0.01%	252
2021 Q3	$1K	Hold	18	–	–	﹤0.01%	241
2021 Q2	$1K	Hold	18	–	–	﹤0.01%	239
2021 Q1	$1K	Sell	18 -351	-95%	-$13.3K	﹤0.01%	256
2020 Q4	$14K	Buy	369 +324	+720%	+$12.1K	0.01%	154
2020 Q3	$2K	Hold	45	–	–	﹤0.01%	212
2020 Q2	$2K	Hold	45	–	–	﹤0.01%	231
2020 Q1	$1K	Hold	45	–	–	﹤0.01%	259
2019 Q4	$2K	Hold	45	–	–	﹤0.01%	259
2019 Q3	$2K	Sell	45 -46	-51%	-$1.71K	﹤0.01%	251
2019 Q2	$3K	Sell	91 -3,079	-97%	-$113K	﹤0.01%	264
2019 Q1	$116K	Sell	3,170 -560	-15%	-$20.1K	0.08%	157
2018 Q4	$128K	Buy	+3,730	New	+$132K	0.1%	136

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 22.96% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Semmax Financial Advisors's PFF Position: Q2 2025 in Review

Semmax Financial Advisors held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2025 at 14 shares worth $427. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Semmax Financial Advisors first reported a position in PFF in Q4 2018 and has held it in 25 quarters since. The position peaked at $128K in Q4 2018. 988 funds tracked by Wall St. Rank hold PFF as of Q2 2025.

Semmax Financial Advisors held 14 shares of iShares Preferred and Income Securities ETF worth $427 as of Q2 2025.
Semmax Financial Advisors left its iShares Preferred and Income Securities ETF share count unchanged in Q2 2025.
iShares Preferred and Income Securities ETF made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #386 holding.
Semmax Financial Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2018 and has held it in 25 quarters since.
Semmax Financial Advisors's iShares Preferred and Income Securities ETF position peaked at $128K in Q4 2018.
988 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.