Belpointe Asset Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Belpointe Asset 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	$1.45M	Buy	47,589 +2,177	+5%	+$67.8K	0.05%	373
2026 Q1	$1.38M	Buy	45,412 +15,461	+52%	+$484K	0.05%	341
2025 Q4	$927K	Buy	29,951 +11,500	+62%	+$358K	0.03%	465
2025 Q3	$583K	Buy	18,451 +4,849	+36%	+$152K	0.02%	584
2025 Q2	$417K	Buy	13,602 +1,974	+17%	+$59.4K	0.02%	644
2025 Q1	$357K	Sell	11,628 -9,817	-46%	-$309K	0.02%	669
2024 Q4	$694K	Sell	21,445 -145	-0.7%	-$4.73K	0.04%	428
2024 Q3	$717K	Buy	21,590 +13,537	+168%	+$436K	0.04%	404
2024 Q2	$254K	Buy	8,053 +954	+13%	+$30K	0.02%	641
2024 Q1	$229K	Buy	7,099 +68	+1%	+$2.17K	0.02%	701
2023 Q4	$219K	Sell	7,031 -13,814	-66%	-$413K	0.02%	631
2023 Q3	$628K	Buy	20,845 +8,355	+67%	+$255K	0.07%	278
2023 Q2	$386K	Sell	12,490 -12,934	-51%	-$396K	0.04%	368
2023 Q1	$794K	Sell	25,424 -12,265	-33%	-$394K	0.04%	402
2022 Q4	$1.15M	Sell	37,689 -46,042	-55%	-$1.43M	0.07%	283
2022 Q3	$2.65M	Buy	83,731 +28,210	+51%	+$946K	0.18%	110
2022 Q2	$1.83M	Sell	55,521 -2,726	-5%	-$92.3K	0.12%	180
2022 Q1	$2.12M	Buy	58,247 +11,876	+26%	+$437K	0.13%	165
2021 Q4	$1.83M	Sell	46,371 -1,509	-3%	-$58.6K	0.11%	181
2021 Q3	$1.86M	Sell	47,880 -4,683	-9%	-$184K	0.13%	167
2021 Q2	$2.07M	Sell	52,563 -1,010	-2%	-$39.1K	0.15%	150
2021 Q1	$2.06M	Sell	53,573 -1,075	-2%	-$40.8K	0.18%	122
2020 Q4	$2.1M	Buy	54,648 +2,072	+4%	+$77.4K	0.19%	115
2020 Q3	$1.92M	Buy	52,576 +7,688	+17%	+$277K	0.21%	103
2020 Q2	$1.56M	Sell	44,888 -1,002	-2%	-$34.1K	0.2%	108
2020 Q1	$1.46M	Sell	45,890 -17,426	-28%	-$625K	0.26%	87
2019 Q4	$2.38M	Buy	63,316 +9,170	+17%	+$342K	0.3%	85
2019 Q3	$2.03M	Buy	54,146 +15,179	+39%	+$565K	0.33%	71
2019 Q2	$1.44M	Buy	+38,967	New	+$1.43M	0.28%	78
2019 Q1	–	Sell	-27,284	Closed	-$934K	–	527
2018 Q4	$934K	Sell	27,284 -33,229	-55%	-$1.18M	0.24%	86
2018 Q3	$2.25M	Buy	60,513 +19,798	+49%	+$743K	0.36%	48
2018 Q2	$1.53M	Buy	40,715 +13,105	+47%	+$488K	0.43%	32
2018 Q1	$1.04M	Sell	27,610 -8,858	-24%	-$332K	0.3%	58
2017 Q4	$1.39M	Sell	36,468 -10,797	-23%	-$415K	0.3%	69
2017 Q3	$1.83M	Buy	+47,265	New	+$1.84M	0.43%	45

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Belpointe Asset Management's PFF Position: Q2 2026 in Review

Belpointe Asset Management increased its iShares Preferred and Income Securities ETF (PFF) stake by 4.8% in Q2 2026, buying an estimated $67.8K and bringing the position to 47,589 shares worth $1.45M. The position accounts for 0.05% of the portfolio, ranked #373.

Belpointe Asset Management first reported a position in PFF in Q3 2017 and has held it in 35 quarters since. The position peaked at $2.65M in Q3 2022. 456 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Belpointe Asset Management held 47,589 shares of iShares Preferred and Income Securities ETF worth $1.45M as of Q2 2026.
Belpointe Asset Management bought 2,177 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $67.8K.
iShares Preferred and Income Securities ETF made up 0.05% of Belpointe Asset Management's portfolio in Q2 2026, its #373 holding.
Belpointe Asset Management first reported a position in iShares Preferred and Income Securities ETF in Q3 2017 and has held it in 35 quarters since.
Belpointe Asset Management's iShares Preferred and Income Securities ETF position peaked at $2.65M in Q3 2022.
456 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.