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

Vantage Wealth’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
-286,100
Closed -$8.79M – 31
2025
Q1 		$8.79M Buy
286,100
+2,650
+0.9% +$83.5K 1.99% 24
2024
Q4 		$8.91M Buy
283,450
+17,250
+6% +$563K 1.92% 24
2024
Q3 		$8.85M Buy
266,200
+500
+0.2% +$16.1K 1.91% 24
2024
Q2 		$8.38M Buy
265,700
+11,800
+5% +$371K 1.93% 24
2024
Q1 		$8.18M Sell
253,900
-35,050
-12% -$1.12M 1.91% 24
2023
Q4 		$9.01M Buy
288,950
+50,525
+21% +$1.51M 1.98% 24
2023
Q3 		$7.19M Buy
+238,425
New +$7.29M 1.8% 25

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vantage Wealth's PFF Position: Q2 2025 in Review

Vantage Wealth sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2025, closing a stake of 286,100 shares — an estimated $8.79M sold.

Vantage Wealth first reported a position in PFF in Q3 2023 and held it in 7 quarters. The position peaked at $9.01M in Q4 2023. 986 funds tracked by Wall St. Rank hold PFF as of Q2 2025.

  • Vantage Wealth reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2025 after selling out during the quarter.
  • Vantage Wealth sold 286,100 iShares Preferred and Income Securities ETF shares in Q2 2025, an estimated $8.79M.
  • Vantage Wealth first reported a position in iShares Preferred and Income Securities ETF in Q3 2023 and held it in 7 quarters.
  • Vantage Wealth's iShares Preferred and Income Securities ETF position peaked at $9.01M in Q4 2023.
  • 986 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2025.

Based on Vantage Wealth's 13F filing for Q2 2025, filed 11 Jul 2025.