Sterneck Capital Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Sterneck Capital 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
2025 Q4	–	Sell	-6,360	Closed	-$201K	–	114
2025 Q3	$201K	Buy	+6,360	New	+$200K	0.09%	103
2024 Q4	–	Sell	-7,710	Closed	-$256K	–	103
2024 Q3	$256K	Sell	7,710 -1,500	-16%	-$48.3K	0.14%	74
2024 Q2	$291K	Sell	9,210 -610	-6%	-$19.2K	0.16%	68
2024 Q1	$316K	Hold	9,820	–	–	0.19%	69
2023 Q4	$306K	Hold	9,820	–	–	0.2%	71
2023 Q3	$296K	Hold	9,820	–	–	0.2%	68
2023 Q2	$304K	Sell	9,820 -210	-2%	-$6.43K	0.19%	72
2023 Q1	$313K	Hold	10,030	–	–	0.2%	72
2022 Q4	$306K	Buy	+10,030	New	+$312K	0.2%	71

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 $445B AUM 25.58% 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 $424B AUM 22.96% 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

Sterneck Capital Management's PFF Position: Q4 2025 in Review

Sterneck Capital Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2025, closing a stake of 6,360 shares — an estimated $201K sold.

Sterneck Capital Management first reported a position in PFF in Q4 2022 and held it in 9 quarters. The position peaked at $316K in Q1 2024. 1,008 funds tracked by Wall St. Rank hold PFF as of Q4 2025.

Sterneck Capital Management reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2025 after selling out during the quarter.
Sterneck Capital Management sold 6,360 iShares Preferred and Income Securities ETF shares in Q4 2025, an estimated $201K.
Sterneck Capital Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and held it in 9 quarters.
Sterneck Capital Management's iShares Preferred and Income Securities ETF position peaked at $316K in Q1 2024.
1,008 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2025.

Based on Sterneck Capital Management's 13F filing for Q4 2025, filed 22 Jan 2026.