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

Wetzel Investment 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 Q2	–	Sell	-42,691	Closed	-$1.31M	–	132
2025 Q1	$1.31M	Sell	42,691 -5,186	-11%	-$163K	0.66%	31
2024 Q4	$1.51M	Sell	47,877 -8,144	-15%	-$266K	0.75%	30
2024 Q3	$1.86M	Sell	56,021 -3,278	-6%	-$105K	0.94%	27
2024 Q2	$1.91M	Buy	59,299 +214	+0.4%	+$6.74K	1.09%	24
2024 Q1	$1.82M	Buy	59,085 +706	+1%	+$22.5K	1.07%	23
2023 Q4	$1.82M	Buy	+58,379	New	+$1.74M	1.12%	24

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wetzel Investment Advisors's PFF Position: Q2 2025 in Review

Wetzel Investment Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2025, closing a stake of 42,691 shares — an estimated $1.31M sold.

Wetzel Investment Advisors first reported a position in PFF in Q4 2023 and held it in 6 quarters. The position peaked at $1.91M in Q2 2024. 986 funds tracked by Wall St. Rank hold PFF as of Q2 2025.

Wetzel Investment Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2025 after selling out during the quarter.
Wetzel Investment Advisors sold 42,691 iShares Preferred and Income Securities ETF shares in Q2 2025, an estimated $1.31M.
Wetzel Investment Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and held it in 6 quarters.
Wetzel Investment Advisors's iShares Preferred and Income Securities ETF position peaked at $1.91M in Q2 2024.
986 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2025.

Based on Wetzel Investment Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.