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

Aptus Capital Advisors’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	$109K	Sell	3,572 -234	-6%	-$7.29K	﹤0.01%	1240
2026 Q1	$115K	Sell	3,806 -926	-20%	-$29K	﹤0.01%	1118
2025 Q4	$147K	Sell	4,732 -4,103	-46%	-$128K	﹤0.01%	1087
2025 Q3	$279K	Sell	8,835 -8,394	-49%	-$264K	﹤0.01%	865
2025 Q2	$529K	Buy	17,229 +8,450	+96%	+$254K	﹤0.01%	663
2025 Q1	$270K	Buy	8,779 +265	+3%	+$8.36K	﹤0.01%	800
2024 Q4	$268K	Buy	8,514 +5,860	+221%	+$191K	﹤0.01%	804
2024 Q3	$88.2K	Sell	2,654 -38	-1%	-$1.22K	﹤0.01%	869
2024 Q2	$84.9K	Buy	2,692 +123	+5%	+$3.87K	﹤0.01%	834
2024 Q1	$82.8K	Sell	2,569 -15	-0.6%	-$478	﹤0.01%	839
2023 Q4	$80.6K	Sell	2,584 -6,058	-70%	-$181K	﹤0.01%	632
2023 Q3	$261K	Buy	8,642 +164	+2%	+$5.01K	0.01%	504
2023 Q2	$262K	Sell	8,478 -138	-2%	-$4.22K	0.01%	431
2023 Q1	$269K	Buy	8,616 +5,077	+143%	+$163K	0.01%	415
2022 Q4	$108K	Sell	3,539 -2,157	-38%	-$67.1K	﹤0.01%	525
2022 Q3	$180K	Hold	5,696	–	–	﹤0.01%	451
2022 Q2	$187K	Sell	5,696 -828	-13%	-$28K	﹤0.01%	380
2022 Q1	$238K	Buy	6,524 +93	+1%	+$3.42K	0.01%	392
2021 Q4	$254K	Hold	6,431	–	–	0.01%	333
2021 Q3	$250K	Sell	6,431 -914	-12%	-$35.9K	0.01%	329
2021 Q2	$288K	Buy	7,345 +2	+0%	+$77	0.01%	318
2021 Q1	$282K	Sell	7,343 -1,780	-20%	-$67.5K	0.01%	303
2020 Q4	$350K	Sell	9,123 -271	-3%	-$10.1K	0.02%	255
2020 Q3	$342K	Buy	9,394 +2	+0%	+$72	0.02%	253
2020 Q2	$325K	Sell	9,392 -1,267	-12%	-$43.2K	0.02%	227
2020 Q1	$339K	Sell	10,659 -22,866	-68%	-$820K	0.03%	216
2019 Q4	$1.26M	Buy	33,525 +4,527	+16%	+$169K	0.09%	162
2019 Q3	$1.09M	Sell	28,998 -3,747	-11%	-$139K	0.06%	184
2019 Q2	$1.21M	Buy	32,745 +438	+1%	+$16K	0.17%	117
2019 Q1	$1.18M	Buy	+32,307	New	+$1.16M	0.2%	105

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

Aptus Capital Advisors's PFF Position: Q2 2026 in Review

Aptus Capital Advisors reduced its iShares Preferred and Income Securities ETF (PFF) stake by 6.1% in Q2 2026, selling an estimated $7.29K and leaving 3,572 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

Aptus Capital Advisors first reported a position in PFF in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.26M in Q4 2019. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Aptus Capital Advisors held 3,572 shares of iShares Preferred and Income Securities ETF worth $109K as of Q2 2026.
Aptus Capital Advisors sold 234 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $7.29K.
iShares Preferred and Income Securities ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1240 holding.
Aptus Capital Advisors first reported a position in iShares Preferred and Income Securities ETF in Q1 2019 and has held it in 30 quarters since.
Aptus Capital Advisors's iShares Preferred and Income Securities ETF position peaked at $1.26M in Q4 2019.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.