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

Atlantic Private Wealth’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	$1.19K	Buy	39 +1	+3%	+$31	﹤0.01%	227
2026 Q1	$1.17K	Hold	38	–	–	﹤0.01%	230
2025 Q4	$1.18K	Hold	38	–	–	﹤0.01%	244
2025 Q3	$1.19K	Buy	38 +1	+3%	+$31	﹤0.01%	228
2025 Q2	$1.13K	Buy	37 +1	+3%	+$30	﹤0.01%	225
2025 Q1	$1.12K	Hold	36	–	–	﹤0.01%	201
2024 Q4	$1.13K	Buy	36 +1	+3%	+$33	﹤0.01%	195
2024 Q3	$1.17K	Buy	+35	New	+$1.13K	﹤0.01%	178

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

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

Atlantic Private Wealth increased its iShares Preferred and Income Securities ETF (PFF) stake by 2.6% in Q2 2026, buying an estimated $31 and bringing the position to 39 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #227.

Atlantic Private Wealth first reported a position in PFF in Q3 2024 and has held it in 8 quarters since. 972 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Atlantic Private Wealth held 39 shares of iShares Preferred and Income Securities ETF worth $1.19K as of Q2 2026.
Atlantic Private Wealth bought 1 iShares Preferred and Income Securities ETF share in Q2 2026, an estimated $31.
iShares Preferred and Income Securities ETF made up ﹤0.01% of Atlantic Private Wealth's portfolio in Q2 2026, its #227 holding.
Atlantic Private Wealth first reported a position in iShares Preferred and Income Securities ETF in Q3 2024 and has held it in 8 quarters since.
972 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.