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

Strategic Wealth 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	$306K	Sell	10,036 -3,780	-27%	-$118K	0.02%	251
2026 Q1	$419K	Sell	13,816 -231	-2%	-$7.23K	0.03%	212
2025 Q4	$435K	Sell	14,047 -745	-5%	-$23.2K	0.03%	221
2025 Q3	$468K	Buy	14,792 +409	+3%	+$12.9K	0.03%	238
2025 Q2	$441K	Buy	+14,383	New	+$433K	0.03%	224
2024 Q4	$543K	Sell	17,130 -1,949	-10%	-$63.6K	0.05%	201
2024 Q3	$634K	Buy	19,079 +1,549	+9%	+$49.9K	0.06%	179
2024 Q2	$553K	Sell	17,530 -1,496	-8%	-$47.1K	0.06%	186
2024 Q1	$613K	Buy	19,026 +7,088	+59%	+$226K	0.07%	175
2023 Q4	$372K	Buy	11,938 +1,820	+18%	+$54.4K	0.05%	211
2023 Q3	$305K	Sell	10,118 -201	-2%	-$6.14K	0.04%	241
2023 Q2	$319K	Sell	10,319 -1,046	-9%	-$32K	0.04%	242
2023 Q1	$355K	Buy	11,365 +514	+5%	+$16.5K	0.05%	203
2022 Q4	$331K	Buy	10,851 +1,418	+15%	+$44.1K	0.06%	201
2022 Q3	$299K	Buy	9,433 +1,373	+17%	+$46K	0.06%	221
2022 Q2	$265K	Buy	8,060 +871	+12%	+$29.5K	0.06%	206
2022 Q1	$262K	Sell	7,189 -1,318	-15%	-$48.5K	0.05%	224
2021 Q4	$335K	Buy	8,507 +238	+3%	+$9.25K	0.06%	224
2021 Q3	$321K	Buy	+8,269	New	+$324K	0.09%	199
2021 Q2	–	Sell	-7,848	Closed	-$301K	–	253
2021 Q1	$301K	Sell	7,848 -182	-2%	-$6.9K	0.12%	168
2020 Q4	$309K	Buy	8,030 +678	+9%	+$25.3K	0.13%	144
2020 Q3	$268K	Buy	7,352 +1,362	+23%	+$49K	0.14%	132
2020 Q2	$207K	Buy	+5,990	New	+$204K	0.11%	127
2019 Q4	–	Sell	-10,133	Closed	-$326K	–	395
2019 Q3	$326K	Buy	10,133 +1,813	+22%	+$67.5K	1.68%	8
2019 Q2	$310K	Buy	8,320 +2,503	+43%	+$91.7K	0.15%	108
2019 Q1	$214K	Buy	5,817 +3,268	+128%	+$117K	0.1%	134
2018 Q4	$90K	Sell	2,549 -951	-27%	-$33.7K	0.05%	183
2018 Q3	$130K	Sell	3,500 -2,215	-39%	-$83.1K	0.07%	158
2018 Q2	$215K	Sell	5,715 -1,381	-19%	-$51.4K	0.12%	129
2018 Q1	$267K	Sell	7,096 -16,616	-70%	-$623K	0.14%	136
2017 Q4	$908K	Buy	+23,712	New	+$910K	0.5%	68

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 Wealth Partners's PFF Position: Q2 2026 in Review

Strategic Wealth Partners reduced its iShares Preferred and Income Securities ETF (PFF) stake by 27% in Q2 2026, selling an estimated $118K and leaving 10,036 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #251.

Strategic Wealth Partners first reported a position in PFF in Q4 2017 and has held it in 31 quarters since. The position peaked at $908K in Q4 2017. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Strategic Wealth Partners held 10,036 shares of iShares Preferred and Income Securities ETF worth $306K as of Q2 2026.
Strategic Wealth Partners sold 3,780 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $118K.
iShares Preferred and Income Securities ETF made up 0.02% of Strategic Wealth Partners's portfolio in Q2 2026, its #251 holding.
Strategic Wealth Partners first reported a position in iShares Preferred and Income Securities ETF in Q4 2017 and has held it in 31 quarters since.
Strategic Wealth Partners's iShares Preferred and Income Securities ETF position peaked at $908K in Q4 2017.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.