SFC
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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 Sell
33,337
-1,022,460
-97% -$32.9M 0.35% 60
2024
Q2 		$87K Buy
1,055,797
+1,022,267
+3,049% +$32.2M 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
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 $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return