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

Simplicity 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	$425K	Buy	14,017 +1,619	+13%	+$50.7K	0.02%	494
2025 Q4	$384K	Sell	12,398 -15,121	-55%	-$471K	0.02%	492
2025 Q3	$870K	Buy	27,519 +15,660	+132%	+$492K	0.05%	324
2025 Q2	$364K	Sell	11,859 -28,025	-70%	-$844K	0.02%	514
2025 Q1	$1.23M	Buy	39,884 +2,105	+6%	+$66.4K	0.1%	216
2024 Q4	$1.19M	Sell	37,779 -843	-2%	-$27.5K	0.25%	74
2024 Q3	$1.28M	Buy	38,622 +17,945	+87%	+$578K	0.12%	156
2024 Q2	$652K	Sell	20,677 -9,834	-32%	-$310K	0.01%	652
2024 Q1	$983K	Buy	+30,511	New	+$973K	0.02%	524

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

Simplicity Wealth's PFF Position: Q1 2026 in Review

Simplicity Wealth increased its iShares Preferred and Income Securities ETF (PFF) stake by 13% in Q1 2026, buying an estimated $50.7K and bringing the position to 14,017 shares worth $425K. The position accounts for 0.02% of the portfolio, ranked #494.

Simplicity Wealth first reported a position in PFF in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.28M in Q3 2024. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Simplicity Wealth held 14,017 shares of iShares Preferred and Income Securities ETF worth $425K as of Q1 2026.
Simplicity Wealth bought 1,619 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $50.7K.
iShares Preferred and Income Securities ETF made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #494 holding.
Simplicity Wealth first reported a position in iShares Preferred and Income Securities ETF in Q1 2024 and has held it in 9 quarters since.
Simplicity Wealth's iShares Preferred and Income Securities ETF position peaked at $1.28M in Q3 2024.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.