Apella Capital’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Apella Capital’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	$3.73M	Sell	127,164 -11,370	-8%	-$345K	0.05%	210
2026 Q2	$4.23M	Sell	138,534 -3,325	-2%	-$104K	0.06%	179
2026 Q1	$4.46M	Sell	141,859 -3,432	-2%	-$107K	0.07%	172
2025 Q4	$4.5M	Buy	145,291 +137,013	+1,655%	+$4.27M	0.09%	139
2025 Q3	$259K	Sell	8,278 -16	-0.2%	-$503	0.01%	419
2025 Q2	$256K	Sell	8,294 -432	-5%	-$13K	0.01%	376
2025 Q1	$260K	Sell	8,726 -1,047	-11%	-$33K	0.01%	334
2024 Q4	$307K	Buy	+9,773	New	+$319K	0.01%	284
2022 Q2	–	Sell	-5,511	Closed	-$201K	–	229
2022 Q1	$201K	Hold	5,511	–	–	0.03%	204
2021 Q4	$217K	Hold	5,511	–	–	0.03%	188
2021 Q3	$214K	Sell	5,511 -524	-9%	-$20.6K	0.03%	192
2021 Q2	$237K	Sell	6,035 -473	-7%	-$18.3K	0.04%	191
2021 Q1	$250K	Sell	6,508 -1,567	-19%	-$59.4K	0.08%	117
2020 Q4	$311K	Sell	8,075 -1,658	-17%	-$62K	0.11%	103
2020 Q3	$355K	Buy	9,733 +41	+0.4%	+$1.48K	0.14%	95
2020 Q2	$336K	Buy	9,692 +2,950	+44%	+$101K	0.16%	95
2020 Q1	$215K	Buy	+6,742	New	+$242K	0.13%	98

Other funds holding PFF

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

Apella Capital's PFF Position: Q3 2026 in Review

Apella Capital reduced its iShares Preferred and Income Securities ETF (PFF) stake by 8.2% in Q3 2026, selling an estimated $345K and leaving 127,164 shares worth $3.73M. The position accounts for 0.05% of the portfolio, ranked #210.

Apella Capital first reported a position in PFF in Q1 2020 and has held it in 17 quarters since. The position peaked at $4.5M in Q4 2025. 266 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

Apella Capital held 127,164 shares of iShares Preferred and Income Securities ETF worth $3.73M as of Q3 2026.
Apella Capital sold 11,370 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $345K.
iShares Preferred and Income Securities ETF made up 0.05% of Apella Capital's portfolio in Q3 2026, its #210 holding.
Apella Capital first reported a position in iShares Preferred and Income Securities ETF in Q1 2020 and has held it in 17 quarters since.
Apella Capital's iShares Preferred and Income Securities ETF position peaked at $4.5M in Q4 2025.
266 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.