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

Strategic Financial Partners’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
2026
Q1 		$644K Sell
21,233
-375
-2% -$11.7K 0.28% 47
2025
Q4 		$669K Sell
21,608
-188
-0.9% -$5.86K 0.29% 44
2025
Q3 		$689K Sell
21,796
-102
-0.5% -$3.21K 0.32% 44
2025
Q2 		$672K Sell
21,898
-1,135
-5% -$34.2K 0.31% 44
2025
Q1 		$708K Sell
23,033
-590
-2% -$18.6K 0.37% 42
2024
Q4 		$743K Sell
23,623
-40
-0.2% -$1.31K 0.38% 38
2024
Q3 		$786K Sell
23,663
-255
-1% -$8.21K 0.4% 38
2024
Q2 		$755K Sell
23,918
-675
-3% -$21.2K 0.42% 35
2024
Q1 		$793K Sell
24,593
-995
-4% -$31.7K 0.44% 36
2023
Q4 		$798K Sell
25,588
-265
-1% -$7.92K 0.46% 29
2023
Q3 		$779K Sell
25,853
-260
-1% -$7.95K 0.47% 30
2023
Q2 		$808K Sell
26,113
-465
-2% -$14.2K 0.46% 33
2023
Q1 		$830K Hold
26,578
– – 0.51% 34
2022
Q4 		$811K Sell
26,578
-620
-2% -$19.3K 0.49% 30
2022
Q3 		$861K Sell
27,198
-300
-1% -$10.1K 0.55% 22
2022
Q2 		$904K Sell
27,498
-20
-0.1% -$677 0.53% 23
2022
Q1 		$1M Buy
27,518
+100
+0.4% +$3.68K 0.51% 24
2021
Q4 		$1.08M Sell
27,418
-50
-0.2% -$1.94K 0.53% 25
2021
Q3 		$1.07M Sell
27,468
-225
-0.8% -$8.83K 0.57% 23
2021
Q2 		$1.09M Buy
27,693
+175
+0.6% +$6.78K 0.6% 22
2021
Q1 		$1.06M Buy
27,518
+55
+0.2% +$2.09K 0.63% 22
2020
Q4 		$1.06M Sell
27,463
-635
-2% -$23.7K 0.69% 22
2020
Q3 		$1.02M Hold
28,098
– – 0.8% 21
2020
Q2 		$973K Sell
28,098
-2,655
-9% -$90.5K 0.81% 20
2020
Q1 		$979K Buy
30,753
+3,110
+11% +$112K 1.04% 19
2019
Q4 		$1.04M Buy
+27,643
New +$1.03M 0.85% 23

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
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 $1.92B AUM 19.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Strategic Financial Partners's PFF Position: Q1 2026 in Review

Strategic Financial Partners reduced its iShares Preferred and Income Securities ETF (PFF) stake by 1.7% in Q1 2026, selling an estimated $11.7K and leaving 21,233 shares worth $644K. The position accounts for 0.28% of the portfolio, ranked #47.

Strategic Financial Partners first reported a position in PFF in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.09M in Q2 2021. 966 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • Strategic Financial Partners held 21,233 shares of iShares Preferred and Income Securities ETF worth $644K as of Q1 2026.
  • Strategic Financial Partners sold 375 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $11.7K.
  • iShares Preferred and Income Securities ETF made up 0.28% of Strategic Financial Partners's portfolio in Q1 2026, its #47 holding.
  • Strategic Financial Partners first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and has held it in 26 quarters since.
  • Strategic Financial Partners's iShares Preferred and Income Securities ETF position peaked at $1.09M in Q2 2021.
  • 966 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Strategic Financial Partners's 13F filing for Q1 2026, filed 1 May 2026.