SS&H Financial Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

SS&H 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 Q4	$1.59M	Buy	51,425 +13,300	+35%	+$414K	0.46%	54
2025 Q3	$1.21M	Buy	38,125 +800	+2%	+$25.2K	0.37%	61
2025 Q2	$1.15M	Buy	37,325 +2,425	+7%	+$73K	0.38%	56
2025 Q1	$1.07M	Hold	34,900	–	–	0.4%	59
2024 Q4	$1.1M	Buy	34,900 +1,000	+3%	+$32.6K	0.4%	58
2024 Q3	$1.13M	Hold	33,900	–	–	0.41%	57
2024 Q2	$1.07M	Hold	33,900	–	–	0.42%	57
2024 Q1	$1.09M	Sell	33,900 -2,425	-7%	-$77.3K	0.45%	56
2023 Q4	$1.13M	Sell	36,325 -3,000	-8%	-$89.6K	0.48%	53
2023 Q3	$1.19M	Buy	+39,325	New	+$1.2M	0.56%	48
2023 Q1	$1.33M	Sell	42,625 -6,050	-12%	-$194K	0.61%	48
2022 Q4	$1.49M	Sell	48,675 -37,633	-44%	-$1.17M	0.71%	41
2022 Q3	$2.73M	Sell	86,308 -17,200	-17%	-$577K	1.41%	21
2022 Q2	$3.4M	Sell	103,508 -19,000	-16%	-$643K	1.57%	17
2022 Q1	$4.46M	Buy	+122,508	New	+$4.5M	1.74%	14

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SS&H Financial Advisors's PFF Position: Q4 2025 in Review

SS&H Financial Advisors increased its iShares Preferred and Income Securities ETF (PFF) stake by 35% in Q4 2025, buying an estimated $414K and bringing the position to 51,425 shares worth $1.59M. The position accounts for 0.46% of the portfolio, ranked #54.

SS&H Financial Advisors first reported a position in PFF in Q1 2022 and has held it in 15 quarters since. The position peaked at $4.46M in Q1 2022. 1,005 funds tracked by Wall St. Rank hold PFF as of Q4 2025.

SS&H Financial Advisors held 51,425 shares of iShares Preferred and Income Securities ETF worth $1.59M as of Q4 2025.
SS&H Financial Advisors bought 13,300 iShares Preferred and Income Securities ETF shares in Q4 2025, an estimated $414K.
iShares Preferred and Income Securities ETF made up 0.46% of SS&H Financial Advisors's portfolio in Q4 2025, its #54 holding.
SS&H Financial Advisors first reported a position in iShares Preferred and Income Securities ETF in Q1 2022 and has held it in 15 quarters since.
SS&H Financial Advisors's iShares Preferred and Income Securities ETF position peaked at $4.46M in Q1 2022.
1,005 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.