SSA
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SSA Swiss Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

SSA Swiss 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 		– Sell
-6,506
Closed -$206K – 111
2025
Q3 		$206K Buy
+6,506
New +$205K 0.1% 76

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SSA Swiss Advisors's PFF Position: Q4 2025 in Review

SSA Swiss Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2025, closing a stake of 6,506 shares — an estimated $206K sold.

SSA Swiss Advisors first reported a position in PFF in Q3 2025 and held it in 1 quarter. The position peaked at $206K in Q3 2025. 1,011 funds tracked by Wall St. Rank hold PFF as of Q4 2025.

  • SSA Swiss Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2025 after selling out during the quarter.
  • SSA Swiss Advisors sold 6,506 iShares Preferred and Income Securities ETF shares in Q4 2025, an estimated $206K.
  • SSA Swiss Advisors first reported a position in iShares Preferred and Income Securities ETF in Q3 2025 and held it in 1 quarter.
  • SSA Swiss Advisors's iShares Preferred and Income Securities ETF position peaked at $206K in Q3 2025.
  • 1,011 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2025.

Based on SSA Swiss Advisors's 13F filing for Q4 2025, filed 26 Feb 2026.