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

Apollon 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	$1.18M	Buy	38,539 +5,215	+16%	+$162K	0.01%	670
2026 Q1	$1.01M	Sell	33,324 -16,807	-34%	-$526K	0.02%	604
2025 Q4	$1.55M	Sell	50,131 -16,065	-24%	-$500K	0.03%	429
2025 Q3	$2.09M	Sell	66,196 -55,511	-46%	-$1.75M	0.04%	372
2025 Q2	$3.73M	Sell	121,707 -4,944	-4%	-$149K	0.07%	231
2025 Q1	$3.89M	Sell	126,651 -42,390	-25%	-$1.34M	0.09%	213
2024 Q4	$5.31M	Buy	169,041 +17,902	+12%	+$585K	0.12%	147
2024 Q3	$5.02M	Buy	151,139 +14,373	+11%	+$463K	0.14%	131
2024 Q2	$4.31M	Sell	136,766 -11,140	-8%	-$351K	0.13%	139
2024 Q1	$4.77M	Sell	147,906 -2,944	-2%	-$93.8K	0.15%	124
2023 Q4	$4.71M	Buy	150,850 +19,575	+15%	+$585K	0.16%	114
2023 Q3	$3.96M	Sell	131,275 -24,734	-16%	-$756K	0.2%	96
2023 Q2	$4.83M	Sell	156,009 -6,670	-4%	-$204K	0.23%	89
2023 Q1	$5.08M	Buy	162,679 +18,111	+13%	+$582K	0.31%	69
2022 Q4	$4.41M	Buy	144,568 +81,707	+130%	+$2.54M	0.31%	68
2022 Q3	$1.99M	Buy	62,861 +242	+0.4%	+$8.11K	0.16%	133
2022 Q2	$2.06M	Sell	62,619 -11,738	-16%	-$397K	0.17%	125
2022 Q1	$2.71M	Sell	74,357 -4,056	-5%	-$149K	0.19%	112
2021 Q4	$3.09M	Buy	78,413 +38,507	+96%	+$1.5M	0.23%	96
2021 Q3	$1.55M	Buy	39,906 +9,483	+31%	+$372K	0.21%	94
2021 Q2	$1.2M	Buy	30,423 +5,830	+24%	+$226K	0.21%	90
2021 Q1	$944K	Buy	+24,593	New	+$933K	0.18%	113
2020 Q3	–	Sell	-1,500	Closed	-$52K	–	540
2020 Q2	$52K	Buy	+1,500	New	+$51.1K	0.03%	245

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 22.9% 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

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

Apollon Wealth Management increased its iShares Preferred and Income Securities ETF (PFF) stake by 16% in Q2 2026, buying an estimated $162K and bringing the position to 38,539 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #670.

Apollon Wealth Management first reported a position in PFF in Q2 2020 and has held it in 23 quarters since. The position peaked at $5.31M in Q4 2024. 975 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Apollon Wealth Management held 38,539 shares of iShares Preferred and Income Securities ETF worth $1.18M as of Q2 2026.
Apollon Wealth Management bought 5,215 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $162K.
iShares Preferred and Income Securities ETF made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #670 holding.
Apollon Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q2 2020 and has held it in 23 quarters since.
Apollon Wealth Management's iShares Preferred and Income Securities ETF position peaked at $5.31M in Q4 2024.
975 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.