Topsail Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Topsail Wealth Management’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	$34.3K	Sell	1,125 -750	-40%	-$23.4K	﹤0.01%	232
2026 Q1	$56.9K	Hold	1,875	–	–	0.01%	216
2025 Q4	$58K	Sell	1,875 -875	-32%	-$27.3K	0.01%	201
2025 Q3	$87K	Hold	2,750	–	–	0.01%	181
2025 Q2	$84.4K	Hold	2,750	–	–	0.02%	171
2025 Q1	$84.5K	Hold	2,750	–	–	0.02%	162
2024 Q4	$86.5K	Buy	+2,750	New	+$89.8K	0.02%	144

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

Topsail Wealth Management's PFF Position: Q2 2026 in Review

Topsail Wealth Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 40% in Q2 2026, selling an estimated $23.4K and leaving 1,125 shares worth $34.3K. The position accounts for ﹤0.01% of the portfolio, ranked #232.

Topsail Wealth Management first reported a position in PFF in Q4 2024 and has held it in 7 quarters since. The position peaked at $87K in Q3 2025. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Topsail Wealth Management held 1,125 shares of iShares Preferred and Income Securities ETF worth $34.3K as of Q2 2026.
Topsail Wealth Management sold 750 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $23.4K.
iShares Preferred and Income Securities ETF made up ﹤0.01% of Topsail Wealth Management's portfolio in Q2 2026, its #232 holding.
Topsail Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2024 and has held it in 7 quarters since.
Topsail Wealth Management's iShares Preferred and Income Securities ETF position peaked at $87K in Q3 2025.
969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Topsail Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.