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 Q2	$970K	Sell	31,827 -2,240	-7%	-$69.8K	0.22%	103
2026 Q1	$1.03M	Sell	34,067 -133	-0.4%	-$4.17K	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%	-$2.77K	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	$1.63M	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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Accel Wealth Management's PFF Position: Q2 2026 in Review

Accel Wealth Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 6.6% in Q2 2026, selling an estimated $69.8K and leaving 31,827 shares worth $970K. The position accounts for 0.22% of the portfolio, ranked #103.

Accel Wealth Management first reported a position in PFF in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.07M in Q4 2021. 240 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Accel Wealth Management held 31,827 shares of iShares Preferred and Income Securities ETF worth $970K as of Q2 2026.
Accel Wealth Management sold 2,240 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $69.8K.
iShares Preferred and Income Securities ETF made up 0.22% of Accel Wealth Management's portfolio in Q2 2026, its #103 holding.
Accel Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and has held it in 23 quarters since.
Accel Wealth Management's iShares Preferred and Income Securities ETF position peaked at $2.07M in Q4 2021.
240 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.