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Stolper & Co’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Stolper & Co’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
Q3 		– Sell
-16,606
Closed -$509K – 96
2025
Q2 		$509K Buy
16,606
+1,104
+7% +$33.2K 0.17% 81
2025
Q1 		$476K Buy
15,502
+189
+1% +$5.96K 0.16% 81
2024
Q4 		$481K Sell
15,313
-233
-1% -$7.61K 0.16% 80
2024
Q3 		$517K Buy
15,546
+133
+0.9% +$4.28K 0.17% 80
2024
Q2 		$486K Buy
15,413
+371
+2% +$11.7K 0.17% 80
2024
Q1 		$485K Buy
15,042
+144
+1% +$4.59K 0.18% 80
2023
Q4 		$465K Buy
14,898
+82
+0.6% +$2.45K 0.19% 75
2023
Q3 		$447K Sell
14,816
-220
-1% -$6.72K 0.19% 74
2023
Q2 		$465K Sell
15,036
-336
-2% -$10.3K 0.2% 76
2023
Q1 		$480K Buy
15,372
+1,352
+10% +$43.4K 0.21% 76
2022
Q4 		$428K Sell
14,020
-502
-3% -$15.6K 0.19% 76
2022
Q3 		$460K Buy
14,522
+528
+4% +$17.7K 0.23% 73
2022
Q2 		$460K Buy
13,994
+41
+0.3% +$1.39K 0.22% 73
2022
Q1 		$508K Buy
13,953
+1,248
+10% +$45.9K 0.22% 74
2021
Q4 		$501K Buy
12,705
+916
+8% +$35.6K 0.22% 74
2021
Q3 		$458K Buy
11,789
+910
+8% +$35.7K 0.22% 77
2021
Q2 		$428K Buy
10,879
+60
+0.6% +$2.32K 0.2% 79
2021
Q1 		$415K Sell
10,819
-195
-2% -$7.4K 0.21% 78
2020
Q4 		$424K Sell
11,014
-198
-2% -$7.4K 0.24% 77
2020
Q3 		$409K Buy
11,212
+541
+5% +$19.5K 0.26% 70
2020
Q2 		$370K Buy
10,671
+30
+0.3% +$1.02K 0.24% 72
2020
Q1 		$339K Buy
+10,641
New +$382K 0.24% 75

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

Stolper & Co's PFF Position: Q3 2025 in Review

Stolper & Co sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2025, closing a stake of 16,606 shares — an estimated $509K sold.

Stolper & Co first reported a position in PFF in Q1 2020 and held it in 22 quarters. The position peaked at $517K in Q3 2024. 987 funds tracked by Wall St. Rank hold PFF as of Q3 2025.

  • Stolper & Co reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2025 after selling out during the quarter.
  • Stolper & Co sold 16,606 iShares Preferred and Income Securities ETF shares in Q3 2025, an estimated $509K.
  • Stolper & Co first reported a position in iShares Preferred and Income Securities ETF in Q1 2020 and held it in 22 quarters.
  • Stolper & Co's iShares Preferred and Income Securities ETF position peaked at $517K in Q3 2024.
  • 987 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2025.

Based on Stolper & Co's 13F filing for Q3 2025, filed 10 Oct 2025.