Spartan Wealth Advisory Services LLC’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Spartan Wealth Advisory Services LLC’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	$222K	Sell	7,285 -1,200	-14%	-$37.4K	0.02%	296
2026 Q1	$257K	Buy	+8,485	New	+$266K	0.02%	270

Other funds holding PFF

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's PFF Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its iShares Preferred and Income Securities ETF (PFF) stake by 14% in Q2 2026, selling an estimated $37.4K and leaving 7,285 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #296.

Spartan Wealth Advisory Services LLC first reported a position in PFF in Q1 2026 and has held it in 2 quarters since. The position peaked at $257K in Q1 2026. 936 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Spartan Wealth Advisory Services LLC held 7,285 shares of iShares Preferred and Income Securities ETF worth $222K as of Q2 2026.
Spartan Wealth Advisory Services LLC sold 1,200 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $37.4K.
iShares Preferred and Income Securities ETF made up 0.02% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #296 holding.
Spartan Wealth Advisory Services LLC first reported a position in iShares Preferred and Income Securities ETF in Q1 2026 and has held it in 2 quarters since.
Spartan Wealth Advisory Services LLC's iShares Preferred and Income Securities ETF position peaked at $257K in Q1 2026.
936 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.