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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Apella Capital's PFF Position: Q2 2026 in Review

Apella Capital reduced its iShares Preferred and Income Securities ETF (PFF) stake by 2.3% in Q2 2026, selling an estimated $104K and leaving 138,534 shares worth $4.23M. The position accounts for 0.06% of the portfolio, ranked #179.

Apella Capital first reported a position in PFF in Q1 2020 and has held it in 16 quarters since. The position peaked at $4.5M in Q4 2025. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Apella Capital held 138,534 shares of iShares Preferred and Income Securities ETF worth $4.23M as of Q2 2026.
Apella Capital sold 3,325 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $104K.
iShares Preferred and Income Securities ETF made up 0.06% of Apella Capital's portfolio in Q2 2026, its #179 holding.
Apella Capital first reported a position in iShares Preferred and Income Securities ETF in Q1 2020 and has held it in 16 quarters since.
Apella Capital's iShares Preferred and Income Securities ETF position peaked at $4.5M in Q4 2025.
969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.