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

SOA Wealth 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 Q2	$43.9K	Buy	43,900 +849	+2%	+$26.4K	0.01%	412
2026 Q1	$43.1K	Hold	43,051	–	–	0.01%	398
2025 Q4	$43.1K	Buy	43,051 +1,071	+3%	+$33.4K	0.01%	395
2025 Q3	$42K	Hold	41,980	–	–	0.01%	400
2025 Q2	$42K	Sell	41,980 -1,857	-4%	-$55.9K	0.01%	392
2025 Q1	$43.8K	Buy	+43,837	New	+$1.38M	0.01%	361
2021 Q4	–	Sell	-672	Closed	-$26K	–	958
2021 Q3	$26K	Hold	672	–	–	0.01%	408
2021 Q2	$26K	Hold	672	–	–	0.01%	415
2021 Q1	$25K	Hold	672	–	–	0.01%	367
2020 Q4	$25K	Buy	+672	New	+$25.1K	0.01%	365

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

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

SOA Wealth Advisors's PFF Position: Q2 2026 in Review

SOA Wealth Advisors increased its iShares Preferred and Income Securities ETF (PFF) stake by 2% in Q2 2026, buying an estimated $26.4K and bringing the position to 43,900 shares worth $43.9K. The position accounts for 0.01% of the portfolio, ranked #412.

SOA Wealth Advisors first reported a position in PFF in Q4 2020 and has held it in 10 quarters since. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

SOA Wealth Advisors held 43,900 shares of iShares Preferred and Income Securities ETF worth $43.9K as of Q2 2026.
SOA Wealth Advisors bought 849 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $26.4K.
iShares Preferred and Income Securities ETF made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #412 holding.
SOA Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and has held it in 10 quarters since.
969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.