Advyzon Investment 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
$4.15M Buy
136,177
+110,807
+437% +$3.45M 0.3% 80
2026
Q1
$769K Sell
25,370
-2,148
-8% -$67.3K 0.07% 280
2025
Q4
$852K Buy
27,518
+2,071
+8% +$64.5K 0.1% 204
2025
Q3
$805K Buy
25,447
+13,435
+112% +$422K 0.14% 150
2025
Q2
$369K Sell
12,012
-894
-7% -$26.9K 0.08% 225
2025
Q1
$397K Buy
12,906
+1,827
+16% +$57.6K 0.14% 139
2024
Q4
$348K Buy
+11,079
New +$362K 0.13% 141

Other funds holding PFF

Advyzon Investment Management's PFF Position: Q2 2026 in Review

Advyzon Investment Management increased its iShares Preferred and Income Securities ETF (PFF) stake by 437% in Q2 2026, buying an estimated $3.45M and bringing the position to 136,177 shares worth $4.15M. The position accounts for 0.3% of the portfolio, ranked #80.

Advyzon Investment Management first reported a position in PFF in Q4 2024 and has held it in 7 quarters since. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Advyzon Investment Management held 136,177 shares of iShares Preferred and Income Securities ETF worth $4.15M as of Q2 2026.
  • Advyzon Investment Management bought 110,807 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $3.45M.
  • iShares Preferred and Income Securities ETF made up 0.3% of Advyzon Investment Management's portfolio in Q2 2026, its #80 holding.
  • Advyzon Investment Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2024 and has held it in 7 quarters since.
  • 964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.