PFF — ISHS U.S. PREFRD STK ETF

Ownership history in Summit Financial Wealth Advisors, LLC  ·  45 quarters on record

This page tracks every 13F SEC filing in which Summit Financial Wealth Advisors, LLC reported a position in ISHS U.S. PREFRD STK 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.

Peak position
7.59% (2017 Q3)
Avg. % of fund
4.34%
First filed
2014 Q4
Last filed
2025 Q4
Quarters held
45
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 700,509 -37,207 -5.0% 3.10% $21.7M $30.76
2025 Q3 ADDED 737,716 +22,441 +3.1% 3.63% $23.4M $30.83
2025 Q2 ADDED 715,275 +8,095 +1.1% 3.94% $21.9M $29.44
2025 Q1 ADDED 707,180 +12,699 +1.8% 4.31% $21.7M $28.98
41 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% Sagace Wealth Management LLC 3.03% Ballast, Inc. 3Y 7Y 3.01%
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