Traction Financial Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Traction 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
2025 Q3	–	Sell	-7,025	Closed	-$216K	–	78
2025 Q2	$216K	Buy	+7,025	New	+$211K	0.15%	76
2025 Q1	–	Sell	-9,534	Closed	-$300K	–	57
2024 Q4	$300K	Sell	9,534 -9	-0.1%	-$294	0.23%	48
2024 Q3	$317K	Sell	9,543 -128	-1%	-$4.12K	0.25%	46
2024 Q2	$307K	Sell	9,671 -3,524	-27%	-$111K	0.22%	46
2024 Q1	$414K	Sell	13,195 -3,169	-19%	-$101K	0.32%	39
2023 Q4	$510K	Buy	+16,364	New	+$489K	0.34%	36

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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 $1.92B AUM 19.65% 1-Year Est. Return

Traction Financial Partners's PFF Position: Q3 2025 in Review

Traction Financial Partners sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2025, closing a stake of 7,025 shares — an estimated $216K sold.

Traction Financial Partners first reported a position in PFF in Q4 2023 and held it in 6 quarters. The position peaked at $510K in Q4 2023. 987 funds tracked by Wall St. Rank hold PFF as of Q3 2025.

Traction Financial Partners reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2025 after selling out during the quarter.
Traction Financial Partners sold 7,025 iShares Preferred and Income Securities ETF shares in Q3 2025, an estimated $216K.
Traction Financial Partners first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and held it in 6 quarters.
Traction Financial Partners's iShares Preferred and Income Securities ETF position peaked at $510K in Q4 2023.
987 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2025.

Based on Traction Financial Partners's 13F filing for Q3 2025, filed 12 Nov 2025.