Cassady Wealth & Retirement Planning’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Cassady Wealth & Retirement Planning’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	$1.72M	Buy	56,257 +7,240	+15%	+$226K	0.8%	39
2026 Q1	$1.54M	Buy	49,017 +17,977	+58%	+$563K	0.8%	39
2025 Q4	$961K	Buy	+31,040	New	+$967K	0.63%	45

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

Cassady Wealth & Retirement Planning's PFF Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning increased its iShares Preferred and Income Securities ETF (PFF) stake by 15% in Q2 2026, buying an estimated $226K and bringing the position to 56,257 shares worth $1.72M. The position accounts for 0.8% of the portfolio, ranked #39.

Cassady Wealth & Retirement Planning first reported a position in PFF in Q4 2025 and has held it in 3 quarters since. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Cassady Wealth & Retirement Planning held 56,257 shares of iShares Preferred and Income Securities ETF worth $1.72M as of Q2 2026.
Cassady Wealth & Retirement Planning bought 7,240 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $226K.
iShares Preferred and Income Securities ETF made up 0.8% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #39 holding.
Cassady Wealth & Retirement Planning first reported a position in iShares Preferred and Income Securities ETF in Q4 2025 and has held it in 3 quarters since.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.