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

ViaWealth’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	-11,337	Closed	-$348K	–	152
2025 Q1	$348K	Sell	11,337 -5,453	-32%	-$172K	0.22%	122
2024 Q4	$528K	Sell	16,790 -317	-2%	-$10.3K	0.32%	90
2024 Q3	$568K	Sell	17,107 -1,049	-6%	-$33.8K	0.33%	97
2024 Q2	$573K	Sell	18,156 -4,315	-19%	-$136K	0.36%	88
2024 Q1	$724K	Sell	22,471 -1,628	-7%	-$51.9K	0.45%	75
2023 Q4	$752K	Sell	24,099 -1,650	-6%	-$49.3K	0.52%	67
2023 Q3	$776K	Sell	25,749 -8,609	-25%	-$263K	0.57%	53
2023 Q2	$1.06M	Sell	34,358 -2,093	-6%	-$64K	0.79%	30
2023 Q1	$1.14M	Sell	36,451 -609	-2%	-$19.6K	0.9%	28
2022 Q4	$1.18M	Buy	+37,060	New	+$1.15M	0.97%	26

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 $1.92B AUM 19.65% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ViaWealth's PFF Position: Q2 2025 in Review

ViaWealth sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2025, closing a stake of 11,337 shares — an estimated $348K sold.

ViaWealth first reported a position in PFF in Q4 2022 and held it in 10 quarters. The position peaked at $1.18M in Q4 2022. 986 funds tracked by Wall St. Rank hold PFF as of Q2 2025.

ViaWealth reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2025 after selling out during the quarter.
ViaWealth sold 11,337 iShares Preferred and Income Securities ETF shares in Q2 2025, an estimated $348K.
ViaWealth first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and held it in 10 quarters.
ViaWealth's iShares Preferred and Income Securities ETF position peaked at $1.18M in Q4 2022.
986 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2025.

Based on ViaWealth's 13F filing for Q2 2025, filed 12 Aug 2025.