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

Westover Capital 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
2025
Q4 		– Sell
-6,323
Closed -$200K – 238
2025
Q3 		$200K Sell
6,323
-556
-8% -$17.5K 0.04% 217
2025
Q2 		$211K Sell
6,879
-298,922
-98% -$9M 0.04% 218
2025
Q1 		$9.4M Sell
305,801
-8,381
-3% -$264K 2.09% 13
2024
Q4 		$9.88M Sell
314,182
-281,190
-47% -$9.18M 2.17% 10
2024
Q3 		$19.8M Buy
595,372
+311,237
+110% +$10M 3.8% 2
2024
Q2 		$8.96M Sell
284,135
-12,033
-4% -$379K 2.31% 8
2024
Q1 		$9.55M Buy
296,168
+7,274
+3% +$232K 2.79% 7
2023
Q4 		$9.01M Buy
288,894
+6,338
+2% +$189K 2.93% 6
2023
Q3 		$8.52M Buy
+282,556
New +$8.64M 3.09% 5
2022
Q2 		– Sell
-44,314
Closed -$1.61M – 184
2022
Q1 		$1.61M Sell
44,314
-204,373
-82% -$7.51M 0.5% 58
2021
Q4 		$9.81M Buy
248,687
+12,232
+5% +$475K 2.85% 5
2021
Q3 		$9.18M Buy
236,455
+6,332
+3% +$248K 2.87% 4
2021
Q2 		$9.05M Buy
230,123
+6,259
+3% +$242K 2.9% 4
2021
Q1 		$8.6M Buy
223,864
+4,085
+2% +$155K 2.96% 4
2020
Q4 		$8.46M Buy
219,779
+7,853
+4% +$293K 3.05% 5
2020
Q3 		$7.72M Buy
211,926
+13,279
+7% +$478K 3.17% 5
2020
Q2 		$6.88M Buy
198,647
+189,647
+2,107% +$6.46M 3.23% 6
2020
Q1 		$287K Hold
9,000
– – 0.16% 92
2019
Q4 		$338K Buy
9,000
+3,000
+50% +$112K 0.15% 102
2019
Q3 		$225K Hold
6,000
– – 0.11% 126
2019
Q2 		$221K Hold
6,000
– – 0.11% 126
2019
Q1 		$219K Buy
+6,000
New +$216K 0.11% 127

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Westover Capital Advisors's PFF Position: Q4 2025 in Review

Westover Capital Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2025, closing a stake of 6,323 shares — an estimated $200K sold.

Westover Capital Advisors first reported a position in PFF in Q1 2019 and held it in 22 quarters. The position peaked at $19.8M in Q3 2024. 1,010 funds tracked by Wall St. Rank hold PFF as of Q4 2025.

  • Westover Capital Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2025 after selling out during the quarter.
  • Westover Capital Advisors sold 6,323 iShares Preferred and Income Securities ETF shares in Q4 2025, an estimated $200K.
  • Westover Capital Advisors first reported a position in iShares Preferred and Income Securities ETF in Q1 2019 and held it in 22 quarters.
  • Westover Capital Advisors's iShares Preferred and Income Securities ETF position peaked at $19.8M in Q3 2024.
  • 1,010 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2025.

Based on Westover Capital Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.