Atlantic Edge Private Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Atlantic Edge Private 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	$2.47M	Sell	80,947 -4,073	-5%	-$127K	0.5%	46
2026 Q1	$2.58M	Sell	85,020 -840	-1%	-$26.3K	0.63%	40
2025 Q4	$2.66M	Sell	85,860 -4,595	-5%	-$143K	0.66%	39
2025 Q3	$2.86M	Sell	90,455 -1,830	-2%	-$57.5K	0.73%	37
2025 Q2	$2.83M	Sell	92,285 -1,180	-1%	-$35.5K	0.78%	37
2025 Q1	$2.87M	Buy	93,465 +22,035	+31%	+$695K	0.88%	30
2024 Q4	$2.25M	Sell	71,430 -2,696	-4%	-$88K	0.7%	37
2024 Q3	$2.46M	Sell	74,126 -3,490	-4%	-$112K	0.75%	35
2024 Q2	$2.45M	Sell	77,616 -23,450	-23%	-$738K	0.82%	27
2024 Q1	$3.26M	Buy	101,066 +700	+0.7%	+$22.3K	1.12%	20
2023 Q4	$3.13M	Buy	+100,366	New	+$3M	1.27%	15

Other funds holding PFF

FIB

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Atlantic Edge Private Wealth Management's PFF Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 4.8% in Q2 2026, selling an estimated $127K and leaving 80,947 shares worth $2.47M. The position accounts for 0.5% of the portfolio, ranked #46.

Atlantic Edge Private Wealth Management first reported a position in PFF in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.26M in Q1 2024. 384 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Atlantic Edge Private Wealth Management held 80,947 shares of iShares Preferred and Income Securities ETF worth $2.47M as of Q2 2026.
Atlantic Edge Private Wealth Management sold 4,073 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $127K.
iShares Preferred and Income Securities ETF made up 0.5% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #46 holding.
Atlantic Edge Private Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's iShares Preferred and Income Securities ETF position peaked at $3.26M in Q1 2024.
384 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

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