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 Q3	$23.7M	Sell	849,891 -24,632	-3%	-$747K	0.04%	434
2026 Q2	$25.4M	Buy	874,523 +24,295	+3%	+$757K	0.04%	369
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

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Wealth Enhancement Advisory Services's PFF Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares Preferred and Income Securities ETF (PFF) stake by 2.8% in Q3 2026, selling an estimated $747K and leaving 849,891 shares worth $23.7M. The position accounts for 0.04% of the portfolio, ranked #434.

Wealth Enhancement Advisory Services first reported a position in PFF in Q4 2021 and has held it in 19 quarters since. The position peaked at $33.5M in Q3 2024. 312 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

Wealth Enhancement Advisory Services held 849,891 shares of iShares Preferred and Income Securities ETF worth $23.7M as of Q3 2026.
Wealth Enhancement Advisory Services sold 24,632 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $747K.
iShares Preferred and Income Securities ETF made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #434 holding.
Wealth Enhancement Advisory Services first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 19 quarters since.
Wealth Enhancement Advisory Services's iShares Preferred and Income Securities ETF position peaked at $33.5M in Q3 2024.
312 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.