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

Spire Wealth Management’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	$726K	Sell	23,809 -3,085	-11%	-$96.1K	0.02%	457
2026 Q1	$815K	Sell	26,894 -1,598	-6%	-$50K	0.03%	417
2025 Q4	$882K	Sell	28,492 -20,021	-41%	-$624K	0.03%	418
2025 Q3	$1.53M	Sell	48,513 -10,016	-17%	-$315K	0.05%	293
2025 Q2	$1.8M	Sell	58,529 -552	-0.9%	-$16.6K	0.06%	255
2025 Q1	$1.82M	Buy	59,081 +190	+0.3%	+$5.99K	0.06%	282
2024 Q4	$1.85M	Sell	58,891 -98	-0.2%	-$3.2K	0.06%	254
2024 Q3	$1.96M	Sell	58,989 -4,461	-7%	-$144K	0.07%	235
2024 Q2	$2M	Sell	63,450 -70,037	-52%	-$2.2M	0.07%	231
2024 Q1	$4.3M	Buy	133,487 +60,415	+83%	+$1.93M	0.08%	175
2023 Q4	$2.3M	Sell	73,072 -194	-0.3%	-$5.8K	0.08%	217
2023 Q3	$2.21M	Sell	73,266 -7,949	-10%	-$243K	0.08%	205
2023 Q2	$2.51M	Sell	81,215 -7,253	-8%	-$222K	0.09%	203
2023 Q1	$2.76M	Buy	88,468 +43,622	+97%	+$1.4M	0.11%	182
2022 Q4	$1.37M	Buy	44,846 +11,356	+34%	+$353K	0.08%	200
2022 Q3	$1.06M	Sell	33,490 -6,554	-16%	-$220K	0.06%	208
2022 Q2	$1.32M	Sell	40,044 -107,337	-73%	-$3.63M	0.05%	277
2022 Q1	$4.64M	Sell	147,381 -79,746	-35%	-$2.93M	0.12%	161
2021 Q4	$8.96M	Buy	227,127 +63,940	+39%	+$2.48M	0.2%	127
2021 Q3	$6.34M	Buy	163,187 +44,898	+38%	+$1.76M	0.17%	139
2021 Q2	$4.68M	Sell	118,289 -9,583	-7%	-$371K	0.13%	168
2021 Q1	$5.21M	Buy	+127,872	New	+$4.85M	0.14%	156

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

Spire Wealth Management's PFF Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 11% in Q2 2026, selling an estimated $96.1K and leaving 23,809 shares worth $726K. The position accounts for 0.02% of the portfolio, ranked #457.

Spire Wealth Management first reported a position in PFF in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.96M in Q4 2021. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Spire Wealth Management held 23,809 shares of iShares Preferred and Income Securities ETF worth $726K as of Q2 2026.
Spire Wealth Management sold 3,085 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $96.1K.
iShares Preferred and Income Securities ETF made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #457 holding.
Spire Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's iShares Preferred and Income Securities ETF position peaked at $8.96M in Q4 2021.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.