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 Q3	$823K	Buy	27,898 +1,926	+7%	+$58.4K	0.45%	47
2026 Q2	$792K	Sell	25,972 -1,168	-4%	-$36.4K	0.43%	48
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WealthTrust Asset Management's PFF Position: Q3 2026 in Review

WealthTrust Asset Management increased its iShares Preferred and Income Securities ETF (PFF) stake by 7.4% in Q3 2026, buying an estimated $58.4K and bringing the position to 27,898 shares worth $823K. The position accounts for 0.45% of the portfolio, ranked #47.

WealthTrust Asset Management first reported a position in PFF in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.02M in Q2 2024. 604 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

WealthTrust Asset Management held 27,898 shares of iShares Preferred and Income Securities ETF worth $823K as of Q3 2026.
WealthTrust Asset Management bought 1,926 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $58.4K.
iShares Preferred and Income Securities ETF made up 0.45% of WealthTrust Asset Management's portfolio in Q3 2026, its #47 holding.
WealthTrust Asset Management first reported a position in iShares Preferred and Income Securities ETF in Q2 2024 and has held it in 10 quarters since.
WealthTrust Asset Management's iShares Preferred and Income Securities ETF position peaked at $1.02M in Q2 2024.
604 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on WealthTrust Asset Management's 13F filing for Q3 2026, filed 22 Oct 2026.