WAP
PFF icon

Wealthcare Advisory Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Wealthcare Advisory Partners’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 		$1.99M Sell
65,144
-1,137
-2% -$35.4K 0.04% 366
2026
Q1 		$2.01M Buy
66,281
+1,608
+2% +$50.4K 0.04% 366
2025
Q4 		$2M Sell
64,673
-18,704
-22% -$582K 0.04% 366
2025
Q3 		$2.64M Buy
83,377
+18,873
+29% +$593K 0.05% 283
2025
Q2 		$1.98M Buy
64,504
+5,606
+10% +$169K 0.05% 329
2025
Q1 		$1.81M Buy
58,898
+4,118
+8% +$130K 0.05% 303
2024
Q4 		$1.72M Buy
54,780
+2,451
+5% +$80K 0.05% 303
2024
Q3 		$1.74M Sell
52,329
-711
-1% -$22.9K 0.05% 295
2024
Q2 		$1.67M Buy
53,040
+3,368
+7% +$106K 0.05% 267
2024
Q1 		$1.6M Sell
49,672
-2,762
-5% -$88K 0.05% 271
2023
Q4 		$1.64M Buy
52,434
+887
+2% +$26.5K 0.07% 230
2023
Q3 		$1.55M Buy
51,547
+6,608
+15% +$202K 0.07% 211
2023
Q2 		$1.39M Sell
44,939
-3,085
-6% -$94.4K 0.06% 235
2023
Q1 		$1.5M Buy
48,024
+4,145
+9% +$133K 0.06% 227
2022
Q4 		$1.34M Buy
43,879
+2,251
+5% +$70K 0.06% 228
2022
Q3 		$1.32M Buy
41,628
+5,218
+14% +$175K 0.08% 197
2022
Q2 		$1.2M Buy
36,410
+17,074
+88% +$578K 0.07% 186
2022
Q1 		$704K Buy
19,336
+8,129
+73% +$299K 0.04% 251
2021
Q4 		$442K Sell
11,207
-820
-7% -$31.9K 0.03% 337
2021
Q3 		$467K Sell
12,027
-1,509
-11% -$59.2K 0.03% 330
2021
Q2 		$532K Buy
13,536
+2,745
+25% +$106K 0.04% 311
2021
Q1 		$414K Buy
10,791
+2,774
+35% +$105K 0.03% 325
2020
Q4 		$309K Buy
8,017
+2,265
+39% +$84.6K 0.03% 316
2020
Q3 		$210K Sell
5,752
-3,584
-38% -$129K 0.02% 329
2020
Q2 		$323K Sell
9,336
-2,563
-22% -$87.3K 0.04% 231
2020
Q1 		$379K Sell
11,899
-12,163
-51% -$436K 0.06% 189
2019
Q4 		$904K Buy
24,062
+1,728
+8% +$64.5K 0.11% 116
2019
Q3 		$838K Buy
22,334
+7,912
+55% +$294K 0.12% 103
2019
Q2 		$531K Buy
14,422
+2,845
+25% +$104K 0.08% 137
2019
Q1 		$423K Buy
11,577
+4,005
+53% +$144K 0.07% 150
2018
Q4 		$259K Buy
7,572
+911
+14% +$32.3K 0.05% 177
2018
Q3 		$247K Sell
6,661
-768
-10% -$28.8K 0.05% 194
2018
Q2 		$280K Buy
7,429
+2,527
+52% +$94.1K 0.05% 179
2018
Q1 		$184K Sell
4,902
-199
-4% -$7.47K 0.04% 203
2017
Q4 		$194K Buy
5,101
+1,644
+48% +$63.1K 0.05% 185
2017
Q3 		$134K Buy
+3,457
New +$135K 0.04% 182
2016
Q3 		– Sell
-1,984
Closed -$79K – 120
2016
Q2 		$79K Buy
+1,984
New +$77.8K 0.06% 41

Other funds holding PFF

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
KTC
Kentucky Trust Company Danville, Kentucky $208M AUM 32.13% 1-Year Est. Return