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

Wealth Enhancement Advisory Services’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 Q2	$25.4M	Buy	874,523 +24,295	+3%	+$757K	0.04%	368
2026 Q1	$24.7M	Sell	850,228 -183,510	-18%	-$5.75M	0.05%	330
2025 Q4	$32.5M	Sell	1,033,738 -13,633	-1%	-$425K	0.04%	344
2025 Q3	$33.3M	Sell	1,047,371 -15,858	-1%	-$499K	0.05%	317
2025 Q2	$33M	Buy	1,063,229 +11,694	+1%	+$352K	0.05%	304
2025 Q1	$32.3M	Buy	1,051,535 +30,603	+3%	+$965K	0.06%	289
2024 Q4	$32.1M	Buy	1,020,932 +13,332	+1%	+$435K	0.06%	285
2024 Q3	$33.5M	Buy	1,007,600 +7,070	+0.7%	+$228K	0.07%	259
2024 Q2	$31.6M	Sell	1,000,530 -26,559	-3%	-$836K	0.08%	250
2024 Q1	$33.1M	Buy	1,027,089 +19,006	+2%	+$606K	0.09%	231
2023 Q4	$31.4M	Sell	1,008,083 -25,596	-2%	-$765K	0.09%	210
2023 Q3	$31.2M	Buy	+1,033,679	New	+$31.6M	0.1%	204
2023 Q2	–	Sell	-115,665	Closed	-$3.61M	–	560
2023 Q1	$3.61M	Sell	115,665 -6,432	-5%	-$207K	0.04%	159
2022 Q4	$4.08M	Buy	122,097 +18,392	+18%	+$572K	0.05%	134
2022 Q3	$3.25M	Sell	103,705 -96,428	-48%	-$3.23M	0.05%	144
2022 Q2	$6.66M	Sell	200,133 -116,022	-37%	-$3.93M	0.09%	107
2022 Q1	$11.5M	Buy	316,155 +305,436	+2,849%	+$11.2M	0.15%	75
2021 Q4	$402K	Buy	+10,719	New	+$417K	0.01%	258

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealth Enhancement Advisory Services's PFF Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Preferred and Income Securities ETF (PFF) stake by 2.9% in Q2 2026, buying an estimated $757K and bringing the position to 874,523 shares worth $25.4M. The position accounts for 0.04% of the portfolio, ranked #368.

Wealth Enhancement Advisory Services first reported a position in PFF in Q4 2021 and has held it in 18 quarters since. The position peaked at $33.5M in Q3 2024. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Wealth Enhancement Advisory Services held 874,523 shares of iShares Preferred and Income Securities ETF worth $25.4M as of Q2 2026.
Wealth Enhancement Advisory Services bought 24,295 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $757K.
iShares Preferred and Income Securities ETF made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #368 holding.
Wealth Enhancement Advisory Services first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 18 quarters since.
Wealth Enhancement Advisory Services's iShares Preferred and Income Securities ETF position peaked at $33.5M in Q3 2024.
969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.