Cannon Wealth Management Services’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Cannon Wealth Management Services’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	$1.21M	Sell	39,743 -3,866	-9%	-$120K	0.66%	34
2026 Q1	$1.32M	Sell	43,609 -2,905	-6%	-$91K	0.89%	28
2025 Q4	$1.44M	Sell	46,514 -10,564	-19%	-$329K	1.02%	25
2025 Q3	$1.8M	Sell	57,078 -9,455	-14%	-$297K	1.37%	20
2025 Q2	$2.04M	Sell	66,533 -3,364	-5%	-$101K	1.67%	18
2025 Q1	$2.11M	Sell	69,897 -5,868	-8%	-$185K	1.88%	17
2024 Q4	$2.38M	Sell	75,765 -7,293	-9%	-$238K	2.05%	16
2024 Q3	$2.76M	Buy	+83,058	New	+$2.67M	2.53%	13

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

Cannon Wealth Management Services's PFF Position: Q2 2026 in Review

Cannon Wealth Management Services reduced its iShares Preferred and Income Securities ETF (PFF) stake by 8.9% in Q2 2026, selling an estimated $120K and leaving 39,743 shares worth $1.21M. The position accounts for 0.66% of the portfolio, ranked #34.

Cannon Wealth Management Services first reported a position in PFF in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.76M in Q3 2024. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Cannon Wealth Management Services held 39,743 shares of iShares Preferred and Income Securities ETF worth $1.21M as of Q2 2026.
Cannon Wealth Management Services sold 3,866 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $120K.
iShares Preferred and Income Securities ETF made up 0.66% of Cannon Wealth Management Services's portfolio in Q2 2026, its #34 holding.
Cannon Wealth Management Services first reported a position in iShares Preferred and Income Securities ETF in Q3 2024 and has held it in 8 quarters since.
Cannon Wealth Management Services's iShares Preferred and Income Securities ETF position peaked at $2.76M in Q3 2024.
969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Cannon Wealth Management Services's 13F filing for Q2 2026, filed 11 Aug 2026.