Strategic Financial Concepts’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Strategic Financial Concepts’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	-30,587	Closed	-$967K	–	245
2025 Q3	$967K	Sell	30,587 -755	-2%	-$23.7K	0.14%	82
2025 Q2	$962K	Sell	31,342 -3,262	-9%	-$98.2K	0.14%	89
2025 Q1	$1.06M	Buy	34,604 +137	+0.4%	+$4.32K	0.2%	115
2024 Q4	$1.08M	Buy	34,467 +1,130	+3%	+$36.9K	0.21%	107
2024 Q3	$1.11M	Buy	33,337 +30,578	+1,108%	+$984K	0.35%	60
2024 Q2	$87K	Sell	2,759 -30,771	-92%	-$969K	0.05%	193
2024 Q1	$1.08M	Buy	+33,530	New	+$1.07M	0.26%	88
2023 Q4	–	Sell	-33,376	Closed	-$1.01M	–	226
2023 Q3	$1.01M	Sell	33,376 -2,013	-6%	-$61.5K	0.34%	70
2023 Q2	$1.09M	Buy	35,389 +2,028	+6%	+$62.1K	0.4%	66
2023 Q1	$1.04M	Buy	+33,361	New	+$1.07M	0.42%	62

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 22.9% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Strategic Financial Concepts's PFF Position: Q4 2025 in Review

Strategic Financial Concepts sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2025, closing a stake of 30,587 shares — an estimated $967K sold.

Strategic Financial Concepts first reported a position in PFF in Q1 2023 and held it in 10 quarters. The position peaked at $1.11M in Q3 2024. 1,011 funds tracked by Wall St. Rank hold PFF as of Q4 2025.

Strategic Financial Concepts reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2025 after selling out during the quarter.
Strategic Financial Concepts sold 30,587 iShares Preferred and Income Securities ETF shares in Q4 2025, an estimated $967K.
Strategic Financial Concepts first reported a position in iShares Preferred and Income Securities ETF in Q1 2023 and held it in 10 quarters.
Strategic Financial Concepts's iShares Preferred and Income Securities ETF position peaked at $1.11M in Q3 2024.
1,011 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2025.

Based on Strategic Financial Concepts's 13F filing for Q4 2025, filed 9 Feb 2026.