Thrive Capital Management (Pennsylvania)’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Thrive Capital Management (Pennsylvania)’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	$1.82M	Buy	59,663 +4,290	+8%	+$134K	0.34%	90
2026 Q1	$1.68M	Buy	55,373 +17,599	+47%	+$551K	0.37%	89
2025 Q4	$1.17M	Sell	37,774 -7,657	-17%	-$238K	0.26%	95
2025 Q3	$1.44M	Buy	45,431 +3,277	+8%	+$103K	0.37%	91
2025 Q2	$1.29M	Buy	+42,154	New	+$1.27M	0.41%	92
2025 Q1	–	Sell	-49,822	Closed	-$1.57M	–	131
2024 Q4	$1.57M	Buy	49,822 +18,416	+59%	+$601K	0.72%	61
2024 Q3	$1.04M	Sell	31,406 -4,572	-13%	-$147K	0.49%	72
2024 Q2	$1.14M	Buy	+35,978	New	+$1.13M	0.52%	72

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

Thrive Capital Management (Pennsylvania)'s PFF Position: Q2 2026 in Review

Thrive Capital Management (Pennsylvania) increased its iShares Preferred and Income Securities ETF (PFF) stake by 7.7% in Q2 2026, buying an estimated $134K and bringing the position to 59,663 shares worth $1.82M. The position accounts for 0.34% of the portfolio, ranked #90.

Thrive Capital Management (Pennsylvania) first reported a position in PFF in Q2 2024 and has held it in 8 quarters since. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Thrive Capital Management (Pennsylvania) held 59,663 shares of iShares Preferred and Income Securities ETF worth $1.82M as of Q2 2026.
Thrive Capital Management (Pennsylvania) bought 4,290 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $134K.
iShares Preferred and Income Securities ETF made up 0.34% of Thrive Capital Management (Pennsylvania)'s portfolio in Q2 2026, its #90 holding.
Thrive Capital Management (Pennsylvania) first reported a position in iShares Preferred and Income Securities ETF in Q2 2024 and has held it in 8 quarters since.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q2 2026, filed 5 Aug 2026.