Stratos Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Stratos Wealth Advisors’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 Q2	–	Sell	-10,883	Closed	-$334K	–	703
2025 Q1	$334K	Buy	10,883 +3,934	+57%	+$124K	0.02%	527
2024 Q4	$218K	Sell	6,949 -450	-6%	-$14.7K	0.01%	658
2024 Q3	$246K	Buy	7,399 +289	+4%	+$9.3K	0.01%	655
2024 Q2	$224K	Buy	+7,110	New	+$224K	0.01%	636
2023 Q1	–	Sell	-64,303	Closed	-$1.96M	–	626
2022 Q4	$1.96M	Buy	64,303 +21,921	+52%	+$682K	0.16%	180
2022 Q3	$1.34M	Sell	42,382 -18,011	-30%	-$604K	0.14%	197
2022 Q2	$1.99M	Buy	+60,393	New	+$2.04M	0.18%	147
2022 Q1	–	Sell	-15,571	Closed	-$614K	–	564
2021 Q4	$614K	Buy	15,571 +4,032	+35%	+$157K	0.04%	357
2021 Q3	$448K	Buy	11,539 +3,701	+47%	+$145K	0.04%	384
2021 Q2	$308K	Buy	+7,838	New	+$304K	0.03%	436
2020 Q2	–	Sell	-666	Closed	-$21K	–	343
2020 Q1	$21K	Buy	+666	New	+$23.9K	0.01%	216

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Stratos Wealth Advisors's PFF Position: Q2 2025 in Review

Stratos Wealth Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2025, closing a stake of 10,883 shares — an estimated $334K sold.

Stratos Wealth Advisors first reported a position in PFF in Q1 2020 and held it in 11 quarters. The position peaked at $1.99M in Q2 2022. 986 funds tracked by Wall St. Rank hold PFF as of Q2 2025.

Stratos Wealth Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2025 after selling out during the quarter.
Stratos Wealth Advisors sold 10,883 iShares Preferred and Income Securities ETF shares in Q2 2025, an estimated $334K.
Stratos Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q1 2020 and held it in 11 quarters.
Stratos Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $1.99M in Q2 2022.
986 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2025.

Based on Stratos Wealth Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.