Wealthstar Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Wealthstar Advisors’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	$208K	Sell	6,846 -484	-7%	-$15.2K	0.1%	109
2025 Q4	$227K	Sell	7,330 -44	-0.6%	-$1.37K	0.1%	119
2025 Q3	$233K	Buy	7,374 +76	+1%	+$2.39K	0.09%	131
2025 Q2	$224K	Sell	7,298 -69	-0.9%	-$2.08K	0.08%	131
2025 Q1	$226K	Sell	7,367 -1,397	-16%	-$44K	0.1%	125
2024 Q4	$276K	Buy	+8,764	New	+$286K	0.12%	117
2024 Q2	–	Sell	-24,019	Closed	-$774K	–	114
2024 Q1	$774K	Buy	24,019 +188	+0.8%	+$5.99K	0.27%	54
2023 Q4	$743K	Sell	23,831 -3,521	-13%	-$105K	0.12%	53
2023 Q3	$825K	Sell	27,352 -5,904	-18%	-$180K	0.32%	36
2023 Q2	$1.03M	Buy	33,256 +41	+0.1%	+$1.25K	0.43%	26
2023 Q1	$1.04M	Sell	33,215 -1,463	-4%	-$47K	0.39%	29
2022 Q4	$1.06M	Sell	34,678 -546	-2%	-$17K	0.48%	23
2022 Q3	$1.11M	Sell	35,224 -495	-1%	-$16.6K	0.53%	23
2022 Q2	$1.17M	Buy	35,719 +526	+1%	+$17.8K	0.45%	28
2022 Q1	$1.28M	Sell	35,193 -2,354	-6%	-$86.6K	0.47%	27
2021 Q4	$1.48M	Sell	37,547 -343	-0.9%	-$13.3K	0.51%	24
2021 Q3	$1.47M	Sell	37,890 -21,641	-36%	-$849K	0.44%	31
2021 Q2	$2.34M	Buy	+59,531	New	+$2.31M	0.73%	16
2020 Q1	$1.4M	Buy	44,138 +5,512	+14%	+$198K	0.99%	12
2019 Q4	$1.46M	Buy	38,626 +1,975	+5%	+$73.7K	0.9%	12
2019 Q3	$1.38M	Sell	36,651 -846	-2%	-$31.5K	0.77%	13
2019 Q2	$1.38M	Buy	37,497 +1,311	+4%	+$48K	0.81%	13
2019 Q1	$1.32M	Buy	36,186 +775	+2%	+$27.8K	0.81%	14
2018 Q4	$1.21M	Buy	35,411 +3,446	+11%	+$122K	0.91%	14
2018 Q3	$1.19M	Buy	31,965 +198	+0.6%	+$7.43K	0.7%	15
2018 Q2	$1.19M	Buy	31,767 +4,709	+17%	+$175K	0.36%	15
2018 Q1	$1.02M	Buy	+27,058	New	+$1.02M	0.3%	16

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 $377B AUM 19.32% 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 $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 $5.72T AUM 30.48% 1-Year Est. Return

Wealthstar Advisors's PFF Position: Q1 2026 in Review

Wealthstar Advisors reduced its iShares Preferred and Income Securities ETF (PFF) stake by 6.6% in Q1 2026, selling an estimated $15.2K and leaving 6,846 shares worth $208K. The position accounts for 0.1% of the portfolio, ranked #109.

Wealthstar Advisors first reported a position in PFF in Q1 2018 and has held it in 27 quarters since. The position peaked at $2.34M in Q2 2021. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Wealthstar Advisors held 6,846 shares of iShares Preferred and Income Securities ETF worth $208K as of Q1 2026.
Wealthstar Advisors sold 484 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $15.2K.
iShares Preferred and Income Securities ETF made up 0.1% of Wealthstar Advisors's portfolio in Q1 2026, its #109 holding.
Wealthstar Advisors first reported a position in iShares Preferred and Income Securities ETF in Q1 2018 and has held it in 27 quarters since.
Wealthstar Advisors's iShares Preferred and Income Securities ETF position peaked at $2.34M in Q2 2021.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Wealthstar Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.