Accel Wealth Management
PFF icon

Accel Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Accel Wealth Management’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
Q3 		$875K Sell
29,665
-2,162
-7% -$65.6K 0.19% 111
2026
Q2 		$970K Sell
31,827
-2,240
-7% -$69.8K 0.22% 103
2026
Q1 		$1.03M Sell
34,067
-133
-0.4% -$4.16K 0.27% 92
2025
Q4 		$1.06M Sell
34,200
-5,473
-14% -$170K 0.29% 86
2025
Q3 		$1.25M Sell
39,673
-1,957
-5% -$61.5K 0.36% 69
2025
Q2 		$1.28M Sell
41,630
-1,029
-2% -$31K 0.43% 63
2025
Q1 		$1.31M Sell
42,659
-934
-2% -$29.4K 0.47% 59
2024
Q4 		$1.37M Sell
43,593
-2,286
-5% -$74.6K 0.52% 54
2024
Q3 		$1.52M Sell
45,879
-2,994
-6% -$96.4K 0.57% 54
2024
Q2 		$1.54M Sell
48,873
-1,334
-3% -$42K 0.62% 44
2024
Q1 		$1.62M Buy
50,207
+3,094
+7% +$98.6K 0.69% 42
2023
Q4 		$1.47M Sell
47,113
-806
-2% -$24.1K 0.74% 38
2023
Q3 		$1.44M Buy
47,919
+153
+0.3% +$4.68K 0.8% 37
2023
Q2 		$1.48M Sell
47,766
-3,147
-6% -$96.3K 0.81% 38
2023
Q1 		$1.59M Sell
50,913
-23
-0% -$739 0.65% 36
2022
Q4 		$1.56M Sell
50,936
-1,558
-3% -$48.5K 0.74% 35
2022
Q3 		$1.69M Sell
52,494
-99
-0.2% -$3.32K 0.9% 28
2022
Q2 		$1.75M Sell
52,593
-82
-0.2% -$2.78K 1.01% 24
2022
Q1 		$1.91M Buy
52,675
+156
+0.3% +$5.74K 0.99% 24
2021
Q4 		$2.07M Buy
52,519
+3,767
+8% +$146K 1.02% 25
2021
Q3 		$1.89M Buy
48,752
+688
+1% +$27K 1.22% 19
2021
Q2 		$1.89M Buy
48,064
+5,735
+14% +$222K 1.25% 17
2021
Q1 		$1.62M Buy
42,329
+3,349
+9% +$127K 1.32% 14
2020
Q4 		$1.5M Buy
+38,980
New +$1.46M 1.4% 12

Other funds holding PFF

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Accel Wealth Management's PFF Position: Q3 2026 in Review

Accel Wealth Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 6.8% in Q3 2026, selling an estimated $65.6K and leaving 29,665 shares worth $875K. The position accounts for 0.19% of the portfolio, ranked #111.

Accel Wealth Management first reported a position in PFF in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.07M in Q4 2021. 609 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

  • Accel Wealth Management held 29,665 shares of iShares Preferred and Income Securities ETF worth $875K as of Q3 2026.
  • Accel Wealth Management sold 2,162 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $65.6K.
  • iShares Preferred and Income Securities ETF made up 0.19% of Accel Wealth Management's portfolio in Q3 2026, its #111 holding.
  • Accel Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and has held it in 24 quarters since.
  • Accel Wealth Management's iShares Preferred and Income Securities ETF position peaked at $2.07M in Q4 2021.
  • 609 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.