Capital Investment Advisory Services’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
Q1
$785K Buy
25,893
+5,066
+24% +$159K 0.06% 307
2025
Q4
$645K Buy
20,827
+4,140
+25% +$129K 0.05% 333
2025
Q3
$528K Buy
16,687
+4
+0% +$126 0.04% 351
2025
Q2
$512K Buy
16,683
+13,397
+408% +$403K 0.04% 342
2025
Q1
$101K Buy
3,286
+2
+0.1% +$63 0.01% 612
2024
Q4
$103K Buy
3,284
+5
+0.2% +$163 0.01% 564
2024
Q3
$109K Buy
3,279
+3
+0.1% +$97 0.01% 581
2024
Q2
$103K Buy
3,276
+2
+0.1% +$63 0.01% 567
2024
Q1
$106K Buy
3,274
+582
+22% +$18.6K 0.01% 556
2023
Q4
$84K Sell
2,692
-219
-8% -$6.54K 0.01% 608
2023
Q3
$87.8K Sell
2,911
-1,102
-27% -$33.7K 0.01% 568
2023
Q2
$124K Sell
4,013
-486
-11% -$14.9K 0.01% 513
2023
Q1
$140K Sell
4,499
-1,316
-23% -$42.3K 0.02% 499
2022
Q4
$178K Buy
5,815
+716
+14% +$22.3K 0.02% 476
2022
Q3
$161K Buy
5,099
+1
+0% +$34 0.02% 455
2022
Q2
$168K Buy
5,098
+1
+0% +$34 0.02% 467
2022
Q1
$186K Sell
5,097
-2,852
-36% -$105K 0.02% 504
2021
Q4
$313K Buy
7,949
+621
+8% +$24.1K 0.04% 370
2021
Q3
$284K Buy
7,328
+2
+0% +$78 0.04% 373
2021
Q2
$288K Buy
7,326
+139
+2% +$5.38K 0.04% 379
2021
Q1
$276K Sell
7,187
-5,395
-43% -$205K 0.04% 350
2020
Q4
$485K Buy
12,582
+2,547
+25% +$95.2K 0.07% 253
2020
Q3
$366K Buy
10,035
+2,294
+30% +$82.5K 0.07% 249
2020
Q2
$268K Sell
7,741
-423
-5% -$14.4K 0.05% 260
2020
Q1
$260K Sell
8,164
-3,618
-31% -$130K 0.06% 244
2019
Q4
$443K Sell
11,782
-8,054
-41% -$300K 0.12% 176
2019
Q3
$744K Sell
19,836
-2,456
-11% -$91.4K 0.21% 98
2019
Q2
$829K Sell
22,292
-496
-2% -$18.2K 0.25% 83
2019
Q1
$833K Sell
22,788
-77
-0.3% -$2.77K 0.31% 60
2018
Q4
$783K Sell
22,865
-90,877
-80% -$3.22M 0.33% 57
2018
Q3
$4.22M Sell
113,742
-3,689
-3% -$138K 1.98% 6
2018
Q2
$4.43M Buy
117,431
+3,498
+3% +$130K 2.22% 6
2018
Q1
$4.28M Buy
113,933
+10,153
+10% +$381K 2.39% 6
2017
Q4
$3.95M Buy
103,780
+5,580
+6% +$214K 2.32% 6
2017
Q3
$3.81M Buy
98,200
+8,776
+10% +$342K 2.34% 6
2017
Q2
$3.5M Buy
89,424
+615
+0.7% +$23.9K 2.31% 7
2017
Q1
$3.44M Buy
88,809
+19,391
+28% +$741K 2.52% 6
2016
Q4
$2.58M Buy
+69,418
New +$2.64M 2.24% 8

Other funds holding PFF

Capital Investment Advisory Services's PFF Position: Q1 2026 in Review

Capital Investment Advisory Services increased its iShares Preferred and Income Securities ETF (PFF) stake by 24% in Q1 2026, buying an estimated $159K and bringing the position to 25,893 shares worth $785K. The position accounts for 0.06% of the portfolio, ranked #307.

Capital Investment Advisory Services first reported a position in PFF in Q4 2016 and has held it in 38 quarters since. The position peaked at $4.43M in Q2 2018. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • Capital Investment Advisory Services held 25,893 shares of iShares Preferred and Income Securities ETF worth $785K as of Q1 2026.
  • Capital Investment Advisory Services bought 5,066 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $159K.
  • iShares Preferred and Income Securities ETF made up 0.06% of Capital Investment Advisory Services's portfolio in Q1 2026, its #307 holding.
  • Capital Investment Advisory Services first reported a position in iShares Preferred and Income Securities ETF in Q4 2016 and has held it in 38 quarters since.
  • Capital Investment Advisory Services's iShares Preferred and Income Securities ETF position peaked at $4.43M in Q2 2018.
  • 965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.