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 Q2	$610K	Sell	20,003 -1,230	-6%	-$38.3K	0.23%	53
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 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 22.96% 1-Year Est. Return

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Strategic Financial Partners's PFF Position: Q2 2026 in Review

Strategic Financial Partners reduced its iShares Preferred and Income Securities ETF (PFF) stake by 5.8% in Q2 2026, selling an estimated $38.3K and leaving 20,003 shares worth $610K. The position accounts for 0.23% of the portfolio, ranked #53.

Strategic Financial Partners first reported a position in PFF in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.09M in Q2 2021. 970 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Strategic Financial Partners held 20,003 shares of iShares Preferred and Income Securities ETF worth $610K as of Q2 2026.
Strategic Financial Partners sold 1,230 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $38.3K.
iShares Preferred and Income Securities ETF made up 0.23% of Strategic Financial Partners's portfolio in Q2 2026, its #53 holding.
Strategic Financial Partners first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and has held it in 27 quarters since.
Strategic Financial Partners's iShares Preferred and Income Securities ETF position peaked at $1.09M in Q2 2021.
970 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Strategic Financial Partners's 13F filing for Q2 2026, filed 3 Aug 2026.