Checchi Capital Advisers’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Checchi Capital Advisers’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	$1.93M	Sell	63,141 -630	-1%	-$19.6K	0.09%	138
2026 Q1	$1.93M	Sell	63,771 -2,946	-4%	-$92.2K	0.1%	133
2025 Q4	$2.07M	Sell	66,717 -69,268	-51%	-$2.16M	0.11%	121
2025 Q3	$4.3M	Buy	135,985 +7,997	+6%	+$251K	0.22%	79
2025 Q2	$3.93M	Sell	127,988 -22,944	-15%	-$691K	0.22%	88
2025 Q1	$4.64M	Buy	150,932 +19,846	+15%	+$626K	0.24%	74
2024 Q4	$4.12M	Buy	131,086 +70,923	+118%	+$2.32M	0.24%	81
2024 Q3	$2M	Sell	60,163 -49	-0.1%	-$1.58K	0.11%	121
2024 Q2	$1.9M	Sell	60,212 -2,782	-4%	-$87.6K	0.1%	118
2024 Q1	$2.03M	Sell	62,994 -2,903	-4%	-$92.5K	0.16%	114
2023 Q4	$2.06M	Buy	65,897 +533	+0.8%	+$15.9K	0.17%	108
2023 Q3	$1.97M	Sell	65,364 -3,408	-5%	-$104K	0.18%	101
2023 Q2	$2.13M	Sell	68,772 -15,970	-19%	-$489K	0.19%	99
2023 Q1	$2.65M	Buy	84,742 +7,513	+10%	+$241K	0.26%	83
2022 Q4	$2.36M	Sell	77,229 -157,806	-67%	-$4.91M	0.25%	86
2022 Q3	$7.44M	Buy	235,035 +215,455	+1,100%	+$7.22M	0.7%	34
2022 Q2	$681K	Hold	19,580	–	–	0.06%	231
2022 Q1	$713K	Hold	19,580	–	–	0.06%	208
2021 Q4	$772K	Hold	19,580	–	–	0.07%	181
2021 Q3	$760K	Hold	19,580	–	–	0.08%	174
2021 Q2	$770K	Hold	19,580	–	–	0.08%	178
2021 Q1	$752K	Hold	19,580	–	–	0.07%	177
2020 Q4	$754K	Hold	19,580	–	–	0.08%	172
2020 Q3	$714K	Buy	19,580 +643	+3%	+$23.1K	0.08%	152
2020 Q2	$656K	Hold	18,937	–	–	0.08%	162
2020 Q1	$603K	Buy	18,937 +11,648	+160%	+$418K	0.06%	147
2019 Q4	$274K	Hold	7,289	–	–	0.04%	323
2019 Q3	$274K	Buy	+7,289	New	+$271K	0.04%	318

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

Checchi Capital Advisers's PFF Position: Q2 2026 in Review

Checchi Capital Advisers reduced its iShares Preferred and Income Securities ETF (PFF) stake by 0.99% in Q2 2026, selling an estimated $19.6K and leaving 63,141 shares worth $1.93M. The position accounts for 0.09% of the portfolio, ranked #138.

Checchi Capital Advisers first reported a position in PFF in Q3 2019 and has held it in 28 quarters since. The position peaked at $7.44M in Q3 2022. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Checchi Capital Advisers held 63,141 shares of iShares Preferred and Income Securities ETF worth $1.93M as of Q2 2026.
Checchi Capital Advisers sold 630 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $19.6K.
iShares Preferred and Income Securities ETF made up 0.09% of Checchi Capital Advisers's portfolio in Q2 2026, its #138 holding.
Checchi Capital Advisers first reported a position in iShares Preferred and Income Securities ETF in Q3 2019 and has held it in 28 quarters since.
Checchi Capital Advisers's iShares Preferred and Income Securities ETF position peaked at $7.44M in Q3 2022.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.