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Arkadios Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Arkadios Wealth 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
Q1 		$3.36M Buy
110,844
+24,348
+28% +$762K 0.05% 352
2025
Q4 		$2.68M Buy
86,496
+10,253
+13% +$319K 0.05% 360
2025
Q3 		$2.41M Sell
76,243
-3,032
-4% -$95.3K 0.06% 350
2025
Q2 		$2.43M Buy
79,275
+5,473
+7% +$165K 0.07% 295
2025
Q1 		$2.27M Sell
73,802
-3,869
-5% -$122K 0.09% 261
2024
Q4 		$2.44M Sell
77,671
-16,384
-17% -$535K 0.13% 147
2024
Q3 		$3.13M Buy
94,055
+14,617
+18% +$470K 0.18% 119
2024
Q2 		$2.51M Buy
79,438
+44,231
+126% +$1.39M 0.17% 130
2024
Q1 		$1.13M Buy
35,207
+13,288
+61% +$424K 0.09% 217
2023
Q4 		$684K Buy
21,919
+11,767
+116% +$352K 0.06% 296
2023
Q3 		$306K Buy
+10,152
New +$310K 0.03% 484
2023
Q2 		– Sell
-6,592
Closed -$206K – 636
2023
Q1 		$206K Sell
6,592
-190
-3% -$6.1K 0.02% 565
2022
Q4 		$207K Buy
+6,782
New +$211K 0.03% 518
2022
Q2 		– Sell
-6,645
Closed -$242K – 588
2022
Q1 		$242K Sell
6,645
-707
-10% -$26K 0.03% 481
2021
Q4 		$290K Buy
7,352
+1,047
+17% +$40.7K 0.04% 462
2021
Q3 		$244K Sell
6,305
-3,373
-35% -$132K 0.04% 457
2021
Q2 		$380K Buy
9,678
+618
+7% +$23.9K 0.05% 391
2021
Q1 		$347K Buy
9,060
+2,574
+40% +$97.6K 0.06% 320
2020
Q4 		$249K Buy
6,486
+4,368
+206% +$163K 0.05% 288
2020
Q3 		$77.9K Buy
2,118
+457
+28% +$16.4K 0.04% 331
2020
Q2 		$57.6K Sell
1,661
-7,579
-82% -$258K 0.03% 352
2020
Q1 		$294K Buy
9,240
+103
+1% +$3.69K 0.19% 120
2019
Q4 		$349K Buy
+9,137
New +$341K 0.21% 106

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Arkadios Wealth Advisors's PFF Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its iShares Preferred and Income Securities ETF (PFF) stake by 28% in Q1 2026, buying an estimated $762K and bringing the position to 110,844 shares worth $3.36M. The position accounts for 0.05% of the portfolio, ranked #352.

Arkadios Wealth Advisors first reported a position in PFF in Q4 2019 and has held it in 23 quarters since. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • Arkadios Wealth Advisors held 110,844 shares of iShares Preferred and Income Securities ETF worth $3.36M as of Q1 2026.
  • Arkadios Wealth Advisors bought 24,348 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $762K.
  • iShares Preferred and Income Securities ETF made up 0.05% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #352 holding.
  • Arkadios Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and has held it in 23 quarters since.
  • 965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.