WealthTrust Asset Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

WealthTrust Asset Management’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	$823K	Buy	27,140 +2,104	+8%	+$65.9K	0.49%	40
2025 Q4	$775K	Buy	25,036 +712	+3%	+$22.2K	0.54%	44
2025 Q3	$769K	Buy	24,324 +144	+0.6%	+$4.53K	0.53%	47
2025 Q2	$742K	Sell	24,180 -6,736	-22%	-$203K	0.55%	43
2025 Q1	$950K	Sell	30,916 -454	-1%	-$14.3K	0.7%	30
2024 Q4	$986K	Buy	31,370 +1,272	+4%	+$41.5K	0.71%	32
2024 Q3	$1M	Sell	30,098 -2,342	-7%	-$75.4K	0.75%	30
2024 Q2	$1.02M	Buy	+32,440	New	+$1.02M	0.75%	32

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

WealthTrust Asset Management's PFF Position: Q1 2026 in Review

WealthTrust Asset Management increased its iShares Preferred and Income Securities ETF (PFF) stake by 8.4% in Q1 2026, buying an estimated $65.9K and bringing the position to 27,140 shares worth $823K. The position accounts for 0.49% of the portfolio, ranked #40.

WealthTrust Asset Management first reported a position in PFF in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.02M in Q2 2024. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

WealthTrust Asset Management held 27,140 shares of iShares Preferred and Income Securities ETF worth $823K as of Q1 2026.
WealthTrust Asset Management bought 2,104 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $65.9K.
iShares Preferred and Income Securities ETF made up 0.49% of WealthTrust Asset Management's portfolio in Q1 2026, its #40 holding.
WealthTrust Asset Management first reported a position in iShares Preferred and Income Securities ETF in Q2 2024 and has held it in 8 quarters since.
WealthTrust Asset Management's iShares Preferred and Income Securities ETF position peaked at $1.02M in Q2 2024.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on WealthTrust Asset Management's 13F filing for Q1 2026, filed 6 May 2026.