Venture Visionary Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Venture Visionary 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
2026 Q1	$202K	Buy	6,659 +8	+0.1%	+$251	0.01%	594
2025 Q4	$206K	Buy	+6,651	New	+$207K	0.01%	598
2024 Q4	–	Sell	-8,637	Closed	-$287K	–	575
2024 Q3	$287K	Sell	8,637 -676	-7%	-$21.8K	0.01%	465
2024 Q2	$294K	Sell	9,313 -5,008	-35%	-$158K	0.01%	460
2024 Q1	$462K	Buy	14,321 +9	+0.1%	+$287	0.02%	391
2023 Q4	$446K	Sell	14,312 -2,907	-17%	-$86.8K	0.02%	370
2023 Q3	$519K	Buy	17,219 +1,840	+12%	+$56.2K	0.03%	325
2023 Q2	$476K	Sell	15,379 -733	-5%	-$22.4K	0.03%	346
2023 Q1	$503K	Buy	16,112 +1,321	+9%	+$42.4K	0.03%	330
2022 Q4	$452K	Sell	14,791 -1,099	-7%	-$34.2K	0.03%	333
2022 Q3	$503K	Buy	15,890 +1,785	+13%	+$59.8K	0.04%	299
2022 Q2	$464K	Buy	14,105 +24	+0.2%	+$812	0.04%	314
2022 Q1	$512K	Buy	14,081 +298	+2%	+$11K	0.03%	321
2021 Q4	$543K	Buy	13,783 +941	+7%	+$36.6K	0.04%	316
2021 Q3	$491K	Sell	12,842 -120	-0.9%	-$4.71K	0.03%	328
2021 Q2	$509K	Buy	12,962 +650	+5%	+$25.2K	0.04%	310
2021 Q1	$472K	Sell	12,312 -2,708	-18%	-$103K	0.04%	306
2020 Q4	$578K	Buy	+15,020	New	+$561K	0.06%	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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Venture Visionary Partners's PFF Position: Q1 2026 in Review

Venture Visionary Partners increased its iShares Preferred and Income Securities ETF (PFF) stake by 0.12% in Q1 2026, buying an estimated $251 and bringing the position to 6,659 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #594.

Venture Visionary Partners first reported a position in PFF in Q4 2020 and has held it in 18 quarters since. The position peaked at $578K in Q4 2020. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Venture Visionary Partners held 6,659 shares of iShares Preferred and Income Securities ETF worth $202K as of Q1 2026.
Venture Visionary Partners bought 8 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $251.
iShares Preferred and Income Securities ETF made up 0.01% of Venture Visionary Partners's portfolio in Q1 2026, its #594 holding.
Venture Visionary Partners first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and has held it in 18 quarters since.
Venture Visionary Partners's iShares Preferred and Income Securities ETF position peaked at $578K in Q4 2020.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Venture Visionary Partners's 13F filing for Q1 2026, filed 14 May 2026.