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

Capital Performance 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	$266K	Buy	+8,710	New	+$271K	0.02%	247
2026 Q1	–	Sell	-8,710	Closed	-$270K	–	500
2025 Q4	$270K	Buy	+8,710	New	+$271K	0.02%	339

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

Capital Performance Advisors's PFF Position: Q2 2026 in Review

Capital Performance Advisors opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q2 2026: 8,710 shares worth $266K. The stake represents 0.02% of the portfolio and ranks #247 among its holdings. This is a return to the name: Capital Performance Advisors previously reported a position in PFF as recently as Q4 2025.

Capital Performance Advisors first reported a position in PFF in Q4 2025 and has held it in 2 quarters since. The position peaked at $270K in Q4 2025. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Capital Performance Advisors held 8,710 shares of iShares Preferred and Income Securities ETF worth $266K as of Q2 2026.
iShares Preferred and Income Securities ETF was a new Capital Performance Advisors position in Q2 2026.
iShares Preferred and Income Securities ETF made up 0.02% of Capital Performance Advisors's portfolio in Q2 2026, its #247 holding.
Capital Performance Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2025 and has held it in 2 quarters since.
Capital Performance Advisors's iShares Preferred and Income Securities ETF position peaked at $270K in Q4 2025.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.