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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$75.7K Sell
2,482
-30,092
-92% -$937K 0.01% 216
2026
Q1
$988K Buy
32,574
+9,725
+43% +$305K 0.17% 53
2025
Q4
$707K Buy
22,849
+20,000
+702% +$623K 0.13% 72
2025
Q3
$90.1K Hold
2,849
0.02% 196
2025
Q2
$87.4K Hold
2,849
0.02% 153
2025
Q1
$87.5K Buy
2,849
+244
+9% +$7.69K 0.02% 145
2024
Q4
$81.9K Hold
2,605
0.02% 138
2024
Q3
$86.6K Buy
2,605
+123
+5% +$3.96K 0.03% 134
2024
Q2
$78.3K Hold
2,482
0.03% 138
2024
Q1
$80K Hold
2,482
0.04% 91
2023
Q4
$77.4K Hold
2,482
0.04% 68
2023
Q3
$74.8K Buy
+2,482
New +$75.9K 0.05% 71
2023
Q2
Sell
-2,482
Closed -$76.8K 381
2023
Q1
$76.8K Buy
+2,482
New +$79.7K 0.05% 67

Other funds holding PFF

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

Activest Wealth Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 92% in Q2 2026, selling an estimated $937K and leaving 2,482 shares worth $75.7K. The position accounts for 0.01% of the portfolio, ranked #216.

Activest Wealth Management first reported a position in PFF in Q1 2023 and has held it in 13 quarters since. The position peaked at $988K in Q1 2026. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Activest Wealth Management held 2,482 shares of iShares Preferred and Income Securities ETF worth $75.7K as of Q2 2026.
  • Activest Wealth Management sold 30,092 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $937K.
  • iShares Preferred and Income Securities ETF made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #216 holding.
  • Activest Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2023 and has held it in 13 quarters since.
  • Activest Wealth Management's iShares Preferred and Income Securities ETF position peaked at $988K in Q1 2026.
  • 964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.