Capstone Wealth Management Group (Oregon)’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Capstone Wealth Management Group (Oregon)’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	$2.16M	Sell	70,806 -2,038	-3%	-$63.5K	1.3%	24
2026 Q1	$2.21M	Sell	72,844 -2,645	-4%	-$82.8K	1.36%	22
2025 Q4	$2.34M	Sell	75,489 -3,800	-5%	-$118K	1.42%	23
2025 Q3	$2.51M	Sell	79,289 -1,989	-2%	-$62.5K	1.6%	20
2025 Q2	$2.49M	Sell	81,278 -10,223	-11%	-$308K	1.81%	15
2025 Q1	$2.81M	Sell	91,501 -9,368	-9%	-$295K	2.24%	14
2024 Q4	$3.17M	Buy	+100,869	New	+$3.29M	2.41%	12

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

Capstone Wealth Management Group (Oregon)'s PFF Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its iShares Preferred and Income Securities ETF (PFF) stake by 2.8% in Q2 2026, selling an estimated $63.5K and leaving 70,806 shares worth $2.16M. The position accounts for 1.3% of the portfolio, ranked #24.

Capstone Wealth Management Group (Oregon) first reported a position in PFF in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.17M in Q4 2024. 967 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Capstone Wealth Management Group (Oregon) held 70,806 shares of iShares Preferred and Income Securities ETF worth $2.16M as of Q2 2026.
Capstone Wealth Management Group (Oregon) sold 2,038 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $63.5K.
iShares Preferred and Income Securities ETF made up 1.3% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #24 holding.
Capstone Wealth Management Group (Oregon) first reported a position in iShares Preferred and Income Securities ETF in Q4 2024 and has held it in 7 quarters since.
Capstone Wealth Management Group (Oregon)'s iShares Preferred and Income Securities ETF position peaked at $3.17M in Q4 2024.
967 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.