PFF — ISHARES PREFERRED & INCOME SECURITIES ETF

Ownership history in Root Financial Partners, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Root Financial Partners, LLC reported a position in ISHARES PREFERRED & INCOME SECURITIES ETF (PFF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 179 — — 0.00% $6K $30.83
% of Fund (quarterly)    PFF price (monthly, adj. close)

Other funds also holding PFF

As of 2025 Q4 — sorted by position size

Glaxis Capital Management, LLC 3Y 7Y 10.79% Bramshill Investments, LLC 3Y 7Y 6.28% Risk Paradigm Group, LLC 3Y 7Y 5.58% BARD ASSOCIATES INC 3Y 7Y 5.52% SWAN Capital LLC 4.93% Capital Square, LLC 3Y 4.64% Cordoba Advisory Partners LLC 4.33% REDMONT WEALTH ADVISORS LLC 3Y 3.3% Summit Financial Wealth Advisors, LLC 3Y 7Y 3.1% Sagace Wealth Management LLC 3.03%
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