Avidian Wealth Enterprises’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.02M Buy
33,393
+8,114
+32% +$253K 0.03% 317
2026
Q1
$766K Buy
25,279
+4,388
+21% +$137K 0.02% 341
2025
Q4
$647K Sell
20,891
-64
-0.3% -$1.99K 0.02% 315
2025
Q3
$663K Buy
20,955
+1,529
+8% +$48.1K 0.03% 302
2025
Q2
$596K Sell
19,426
-79
-0.4% -$2.38K 0.02% 295
2025
Q1
$599K Buy
19,505
+6,349
+48% +$200K 0.03% 276
2024
Q4
$414K Sell
13,156
-1,403
-10% -$45.8K 0.02% 334
2024
Q3
$484K Sell
14,559
-3,476
-19% -$112K 0.02% 302
2024
Q2
$569K Sell
18,035
-563
-3% -$17.7K 0.02% 266
2024
Q1
$599K Buy
18,598
+2,901
+18% +$92.5K 0.03% 236
2023
Q4
$490K Buy
15,697
+2,385
+18% +$71.3K 0.03% 270
2023
Q3
$401K Buy
13,312
+59
+0.4% +$1.8K 0.03% 283
2023
Q2
$410K Buy
13,253
+1,231
+10% +$37.7K 0.03% 298
2023
Q1
$375K Buy
12,022
+104
+0.9% +$3.34K 0.02% 346
2022
Q4
$364K Sell
11,918
-2,682
-18% -$83.4K 0.02% 326
2022
Q3
$462K Sell
14,600
-1,389
-9% -$46.6K 0.03% 250
2022
Q2
$526K Sell
15,989
-1,431
-8% -$48.4K 0.04% 259
2022
Q1
$634K Buy
17,420
+10
+0.1% +$368 0.04% 259
2021
Q4
$686K Buy
+17,410
New +$677K 0.04% 246

Other funds holding PFF

Avidian Wealth Enterprises's PFF Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its iShares Preferred and Income Securities ETF (PFF) stake by 32% in Q2 2026, buying an estimated $253K and bringing the position to 33,393 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #317.

Avidian Wealth Enterprises first reported a position in PFF in Q4 2021 and has held it in 19 quarters since. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Avidian Wealth Enterprises held 33,393 shares of iShares Preferred and Income Securities ETF worth $1.02M as of Q2 2026.
  • Avidian Wealth Enterprises bought 8,114 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $253K.
  • iShares Preferred and Income Securities ETF made up 0.03% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #317 holding.
  • Avidian Wealth Enterprises first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 19 quarters since.
  • 964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.