Beacon Pointe Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Beacon Pointe 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	$6.27M	Buy	205,499 +13,029	+7%	+$406K	0.03%	455
2026 Q1	$5.84M	Buy	192,470 +16,972	+10%	+$531K	0.03%	441
2025 Q4	$5.43M	Buy	175,498 +136,350	+348%	+$4.25M	0.04%	363
2025 Q3	$1.24M	Buy	39,148 +19,830	+103%	+$624K	0.01%	689
2025 Q2	$593K	Sell	19,318 -783	-4%	-$23.6K	0.01%	844
2025 Q1	$618K	Sell	20,101 -1,322	-6%	-$41.7K	0.01%	779
2024 Q4	$674K	Sell	21,423 -5,494	-20%	-$179K	0.01%	737
2024 Q3	$894K	Sell	26,917 -1,213	-4%	-$39K	0.01%	663
2024 Q2	$887K	Sell	28,130 -26,495	-49%	-$834K	0.01%	679
2024 Q1	$1.76M	Sell	54,625 -26,580	-33%	-$847K	0.02%	525
2023 Q4	$2.53M	Sell	81,205 -35,566	-30%	-$1.06M	0.03%	427
2023 Q3	$3.52M	Buy	116,771 +107,298	+1,133%	+$3.28M	0.04%	340
2023 Q2	$293K	Sell	9,473 -120,314	-93%	-$3.68M	﹤0.01%	891
2023 Q1	$4.05M	Buy	129,787 +118,599	+1,060%	+$3.81M	0.07%	252
2022 Q4	$342K	Buy	11,188 +441	+4%	+$13.7K	0.01%	814
2022 Q3	$341K	Sell	10,747 -4,283	-28%	-$144K	0.01%	762
2022 Q2	$494K	Sell	15,030 -5,418	-26%	-$183K	0.01%	654
2022 Q1	$745K	Buy	+20,448	New	+$752K	0.01%	692
2021 Q4	–	Sell	-16,417	Closed	-$637K	–	987
2021 Q3	$637K	Buy	+16,417	New	+$644K	0.02%	490

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

Beacon Pointe Advisors's PFF Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares Preferred and Income Securities ETF (PFF) stake by 6.8% in Q2 2026, buying an estimated $406K and bringing the position to 205,499 shares worth $6.27M. The position accounts for 0.03% of the portfolio, ranked #455.

Beacon Pointe Advisors first reported a position in PFF in Q3 2021 and has held it in 19 quarters since. 967 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Beacon Pointe Advisors held 205,499 shares of iShares Preferred and Income Securities ETF worth $6.27M as of Q2 2026.
Beacon Pointe Advisors bought 13,029 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $406K.
iShares Preferred and Income Securities ETF made up 0.03% of Beacon Pointe Advisors's portfolio in Q2 2026, its #455 holding.
Beacon Pointe Advisors first reported a position in iShares Preferred and Income Securities ETF in Q3 2021 and has held it in 19 quarters since.
967 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.