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 Q3	$1.99M	Sell	67,371 -3,435	-5%	-$104K	1.17%	28
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Sumitomo Mitsui Financial Group Tokyo, Japan $5.57B AUM 5.08% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s PFF Position: Q3 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its iShares Preferred and Income Securities ETF (PFF) stake by 4.9% in Q3 2026, selling an estimated $104K and leaving 67,371 shares worth $1.99M. The position accounts for 1.17% of the portfolio, ranked #28.

Capstone Wealth Management Group (Oregon) first reported a position in PFF in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.17M in Q4 2024. 713 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

Capstone Wealth Management Group (Oregon) held 67,371 shares of iShares Preferred and Income Securities ETF worth $1.99M as of Q3 2026.
Capstone Wealth Management Group (Oregon) sold 3,435 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $104K.
iShares Preferred and Income Securities ETF made up 1.17% of Capstone Wealth Management Group (Oregon)'s portfolio in Q3 2026, its #28 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 8 quarters since.
Capstone Wealth Management Group (Oregon)'s iShares Preferred and Income Securities ETF position peaked at $3.17M in Q4 2024.
713 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q3 2026, filed 19 Oct 2026.