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Capital Advisors Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Capital Advisors Wealth 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
Q3 		$260K Sell
8,830
-1,826
-17% -$55.4K 0.03% 205
2026
Q2 		$325K Sell
10,656
-3,722
-26% -$116K 0.04% 178
2026
Q1 		$436K Buy
14,378
+94
+0.7% +$2.94K 0.06% 142
2025
Q4 		$442K Sell
14,284
-8,337
-37% -$260K 0.06% 135
2025
Q3 		$715K Sell
22,621
-2,316
-9% -$72.8K 0.1% 103
2025
Q2 		$765K Sell
24,937
-220,227
-90% -$6.63M 0.12% 90
2025
Q1 		$7.53M Buy
245,164
+234,012
+2,098% +$7.38M 1.33% 20
2024
Q4 		$351K Buy
11,152
+610
+6% +$19.9K 0.06% 120
2024
Q3 		$350K Sell
10,542
-1,040
-9% -$33.5K 0.06% 117
2024
Q2 		$365K Buy
11,582
+778
+7% +$24.5K 0.07% 106
2024
Q1 		$348K Buy
10,804
+1,752
+19% +$55.9K 0.07% 105
2023
Q4 		$282K Sell
9,052
-8,802
-49% -$263K 0.06% 110
2023
Q3 		$538K Sell
17,854
-561
-3% -$17.1K 0.14% 77
2023
Q2 		$570K Sell
18,415
-872
-5% -$26.7K 0.15% 75
2023
Q1 		$602K Buy
19,287
+5,239
+37% +$168K 0.17% 71
2022
Q4 		$429K Sell
14,048
-1,957
-12% -$60.9K 0.13% 78
2022
Q3 		$507K Buy
16,005
+3,371
+27% +$113K 0.17% 67
2022
Q2 		$415K Sell
12,634
-12,235
-49% -$414K 0.13% 75
2022
Q1 		$906K Sell
24,869
-208,665
-89% -$7.67M 0.28% 52
2021
Q4 		$9.21M Buy
233,534
+46,370
+25% +$1.8M 2.8% 12
2021
Q3 		$7.26M Buy
187,164
+10,625
+6% +$417K 2.58% 12
2021
Q2 		$6.94M Buy
176,539
+18,621
+12% +$721K 2.57% 12
2021
Q1 		$6.06M Buy
+157,918
New +$5.99M 2.62% 12

Other funds holding PFF

IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

Capital Advisors Wealth Management's PFF Position: Q3 2026 in Review

Capital Advisors Wealth Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 17% in Q3 2026, selling an estimated $55.4K and leaving 8,830 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #205.

Capital Advisors Wealth Management first reported a position in PFF in Q1 2021 and has held it in 23 quarters since. The position peaked at $9.21M in Q4 2021. 57 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

  • Capital Advisors Wealth Management held 8,830 shares of iShares Preferred and Income Securities ETF worth $260K as of Q3 2026.
  • Capital Advisors Wealth Management sold 1,826 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $55.4K.
  • iShares Preferred and Income Securities ETF made up 0.03% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #205 holding.
  • Capital Advisors Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2021 and has held it in 23 quarters since.
  • Capital Advisors Wealth Management's iShares Preferred and Income Securities ETF position peaked at $9.21M in Q4 2021.
  • 57 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.