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

Atlas Private 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 Q2	$1.52M	Hold	49,917	–	–	0.33%	51
2026 Q1	$1.51M	Sell	49,917 -1,500	-3%	-$47K	0.36%	46
2025 Q4	$1.59M	Sell	51,417 -1,630	-3%	-$50.8K	0.37%	44
2025 Q3	$1.68M	Sell	53,047 -49,047	-48%	-$1.54M	0.41%	43
2025 Q2	$3.13M	Sell	102,094 -7,000	-6%	-$211K	0.4%	44
2025 Q1	$3.35M	Hold	109,094	–	–	0.47%	40
2024 Q4	$3.43M	Sell	109,094 -3,000	-3%	-$98K	0.49%	33
2024 Q3	$3.72M	Buy	112,094 +310	+0.3%	+$9.98K	0.54%	28
2024 Q2	$3.53M	Buy	111,784 +60,983	+120%	+$1.92M	0.57%	28
2024 Q1	$1.64M	Sell	50,801 -43,801	-46%	-$1.4M	0.55%	27
2023 Q4	$2.95M	Buy	94,602 +446	+0.5%	+$13.3K	0.55%	24
2023 Q3	$2.84M	Sell	94,156 -836	-0.9%	-$25.6K	0.54%	29
2023 Q2	$2.94M	Buy	94,992 +49,566	+109%	+$1.52M	0.6%	27
2023 Q1	$1.42M	Sell	45,426 -500	-1%	-$16.1K	0.66%	27
2022 Q4	$1.4M	Sell	45,926 -4,350	-9%	-$135K	0.75%	26
2022 Q3	$1.59M	Sell	50,276 -11	-0%	-$369	0.96%	20
2022 Q2	$1.65M	Sell	50,287 -3,569	-7%	-$121K	0.99%	21
2022 Q1	$1.96M	Sell	53,856 -1,875	-3%	-$68.9K	0.87%	26
2021 Q4	$2.2M	Buy	55,731 +853	+2%	+$33.1K	1.02%	28
2021 Q3	$2.13M	Buy	54,878 +2,000	+4%	+$78.5K	1.11%	17
2021 Q2	$2.08M	Sell	52,878 -75,800	-59%	-$2.94M	1.13%	18
2021 Q1	$4.94M	Buy	128,678 +19,775	+18%	+$750K	2.76%	10
2020 Q4	$4.19M	Buy	108,903 +16,631	+18%	+$621K	2.81%	9
2020 Q3	$3.36M	Buy	92,272 +17,530	+23%	+$631K	2.81%	10
2020 Q2	$2.59M	Buy	+74,742	New	+$2.55M	2.3%	10

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

Atlas Private Wealth Advisors's PFF Position: Q2 2026 in Review

Atlas Private Wealth Advisors held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 49,917 shares worth $1.52M. The position accounts for 0.33% of the portfolio, ranked #51.

Atlas Private Wealth Advisors first reported a position in PFF in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.94M in Q1 2021. 972 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Atlas Private Wealth Advisors held 49,917 shares of iShares Preferred and Income Securities ETF worth $1.52M as of Q2 2026.
Atlas Private Wealth Advisors left its iShares Preferred and Income Securities ETF share count unchanged in Q2 2026.
iShares Preferred and Income Securities ETF made up 0.33% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #51 holding.
Atlas Private Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q2 2020 and has held it in 25 quarters since.
Atlas Private Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $4.94M in Q1 2021.
972 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.