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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.42M Sell
112,652
-16,102
-13% -$504K 0.76% 37
2025
Q4
$3.99M Sell
128,754
-4,468
-3% -$139K 0.93% 31
2025
Q3
$4.21M Buy
133,222
+778
+0.6% +$24.5K 1.02% 28
2025
Q2
$4.06M Buy
132,444
+8,666
+7% +$261K 1.03% 26
2025
Q1
$3.8M Buy
123,778
+23,603
+24% +$744K 1.01% 25
2024
Q4
$3.15M Buy
100,175
+82,961
+482% +$2.71M 0.88% 32
2024
Q3
$572K Buy
17,214
+1,052
+7% +$33.9K 0.16% 78
2024
Q2
$510K Sell
16,162
-1,845
-10% -$58.1K 0.14% 82
2024
Q1
$580K Buy
+18,007
New +$574K 0.15% 77
2023
Q3
Sell
-12,236
Closed -$322K 128
2023
Q2
$322K Buy
+12,236
New +$374K 0.09% 89
2021
Q1
Sell
-5,335
Closed -$205K 179
2020
Q4
$205K Buy
+5,335
New +$199K 0.06% 151
2020
Q2
Sell
-14,483
Closed -$461K 183
2020
Q1
$461K Buy
14,483
+7,908
+120% +$284K 0.16% 106
2019
Q4
$247K Buy
+6,575
New +$245K 0.07% 160

Other funds holding PFF

Wealth Advisory Solutions's PFF Position: Q1 2026 in Review

Wealth Advisory Solutions reduced its iShares Preferred and Income Securities ETF (PFF) stake by 13% in Q1 2026, selling an estimated $504K and leaving 112,652 shares worth $3.42M. The position accounts for 0.76% of the portfolio, ranked #37.

Wealth Advisory Solutions first reported a position in PFF in Q4 2019 and has held it in 13 quarters since. The position peaked at $4.21M in Q3 2025. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • Wealth Advisory Solutions held 112,652 shares of iShares Preferred and Income Securities ETF worth $3.42M as of Q1 2026.
  • Wealth Advisory Solutions sold 16,102 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $504K.
  • iShares Preferred and Income Securities ETF made up 0.76% of Wealth Advisory Solutions's portfolio in Q1 2026, its #37 holding.
  • Wealth Advisory Solutions first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and has held it in 13 quarters since.
  • Wealth Advisory Solutions's iShares Preferred and Income Securities ETF position peaked at $4.21M in Q3 2025.
  • 965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.