Wealthspire Advisors (New York)’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Wealthspire Advisors (New York)’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	$606K	Sell	19,980 -191	-0.9%	-$5.98K	﹤0.01%	524
2025 Q4	$624K	Sell	20,171 -1,124	-5%	-$35K	0.01%	551
2025 Q3	$673K	Sell	21,295 -2,331	-10%	-$73.3K	﹤0.01%	470
2025 Q2	$725K	Buy	23,626 +592	+3%	+$17.8K	﹤0.01%	449
2025 Q1	$708K	Sell	23,034 -13,426	-37%	-$423K	﹤0.01%	450
2024 Q4	$1.15M	Sell	36,460 -716	-2%	-$23.4K	0.01%	346
2024 Q3	$1.24M	Sell	37,176 -1,508	-4%	-$48.5K	0.01%	330
2024 Q2	$1.22M	Sell	38,684 -5,669	-13%	-$178K	0.02%	283
2024 Q1	$1.43M	Sell	44,353 -11,205	-20%	-$357K	0.02%	251
2023 Q4	$1.73M	Sell	55,558 -1,009	-2%	-$30.1K	0.02%	218
2023 Q3	$1.71M	Buy	56,567 +40,097	+243%	+$1.23M	0.03%	190
2023 Q2	$509K	Hold	16,470	–	–	0.01%	361
2023 Q1	$514K	Hold	16,470	–	–	0.01%	353
2022 Q4	$503K	Hold	16,470	–	–	0.01%	365
2022 Q3	$522K	Sell	16,470 -6,580	-29%	-$221K	0.01%	327
2022 Q2	$758K	Buy	+23,050	New	+$780K	0.02%	249
2021 Q4	–	Sell	-18,050	Closed	-$701K	–	601
2021 Q3	$701K	Buy	+18,050	New	+$708K	0.01%	298
2020 Q2	–	Sell	-14,321	Closed	-$456K	–	457
2020 Q1	$456K	Buy	+14,321	New	+$514K	0.02%	307

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 $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

Wealthspire Advisors (New York)'s PFF Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its iShares Preferred and Income Securities ETF (PFF) stake by 0.95% in Q1 2026, selling an estimated $5.98K and leaving 19,980 shares worth $606K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Wealthspire Advisors (New York) first reported a position in PFF in Q1 2020 and has held it in 18 quarters since. The position peaked at $1.73M in Q4 2023. 969 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Wealthspire Advisors (New York) held 19,980 shares of iShares Preferred and Income Securities ETF worth $606K as of Q1 2026.
Wealthspire Advisors (New York) sold 191 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $5.98K.
iShares Preferred and Income Securities ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #524 holding.
Wealthspire Advisors (New York) first reported a position in iShares Preferred and Income Securities ETF in Q1 2020 and has held it in 18 quarters since.
Wealthspire Advisors (New York)'s iShares Preferred and Income Securities ETF position peaked at $1.73M in Q4 2023.
969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.