William Howard & Co Financial Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

William Howard & Co Financial 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 Q2	$868K	Buy	28,454 +243	+0.9%	+$7.57K	0.67%	27
2026 Q1	$855K	Buy	28,211 +119	+0.4%	+$3.73K	0.74%	25
2025 Q4	$870K	Buy	28,092 +327	+1%	+$10.2K	0.73%	24
2025 Q3	$878K	Buy	27,765 +274	+1%	+$8.62K	0.75%	23
2025 Q2	$843K	Sell	27,491 -1,267	-4%	-$38.1K	0.74%	23
2025 Q1	$884K	Buy	28,758 +1,258	+5%	+$39.7K	0.83%	21
2024 Q4	$865K	Buy	27,500 +340	+1%	+$11.1K	0.78%	22
2024 Q3	$903K	Buy	27,160 +248	+0.9%	+$7.98K	0.77%	21
2024 Q2	$849K	Sell	26,912 -542	-2%	-$17.1K	0.78%	21
2024 Q1	$885K	Buy	+27,454	New	+$875K	0.83%	20

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

William Howard & Co Financial Advisors's PFF Position: Q2 2026 in Review

William Howard & Co Financial Advisors increased its iShares Preferred and Income Securities ETF (PFF) stake by 0.86% in Q2 2026, buying an estimated $7.57K and bringing the position to 28,454 shares worth $868K. The position accounts for 0.67% of the portfolio, ranked #27.

William Howard & Co Financial Advisors first reported a position in PFF in Q1 2024 and has held it in 10 quarters since. The position peaked at $903K in Q3 2024. 963 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

William Howard & Co Financial Advisors held 28,454 shares of iShares Preferred and Income Securities ETF worth $868K as of Q2 2026.
William Howard & Co Financial Advisors bought 243 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $7.57K.
iShares Preferred and Income Securities ETF made up 0.67% of William Howard & Co Financial Advisors's portfolio in Q2 2026, its #27 holding.
William Howard & Co Financial Advisors first reported a position in iShares Preferred and Income Securities ETF in Q1 2024 and has held it in 10 quarters since.
William Howard & Co Financial Advisors's iShares Preferred and Income Securities ETF position peaked at $903K in Q3 2024.
963 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on William Howard & Co Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.