Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
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
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
$1.37T 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
$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B 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
$5.7T AUM
30.48%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close