CPIG
PFF icon

Chicago Partners Investment Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Chicago Partners Investment Group’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 		$1.64M Buy
54,298
+3,124
+6% +$97.3K 0.03% 434
2026
Q1 		$1.61M Sell
51,174
-3,969
-7% -$124K 0.04% 382
2025
Q4 		$1.76M Sell
55,143
-3,485
-6% -$109K 0.04% 322
2025
Q3 		$1.86M Sell
58,628
-2,228
-4% -$70.1K 0.05% 293
2025
Q2 		$1.89M Buy
60,856
+211
+0.3% +$6.35K 0.05% 269
2025
Q1 		$1.83M Buy
60,645
+2,408
+4% +$75.9K 0.06% 251
2024
Q4 		$1.83M Buy
58,237
+2,144
+4% +$70K 0.06% 235
2024
Q3 		$1.85M Sell
56,093
-402
-0.7% -$12.9K 0.07% 231
2024
Q2 		$1.79M Buy
56,495
+32
+0.1% +$1.01K 0.07% 227
2024
Q1 		$1.77M Buy
56,463
+1,010
+2% +$32.2K 0.08% 221
2023
Q4 		$1.76M Sell
55,453
-11,995
-18% -$358K 0.08% 216
2023
Q3 		$1.93M Buy
67,448
+5,430
+9% +$166K 0.1% 187
2023
Q2 		$1.91M Buy
62,018
+11,436
+23% +$350K 0.1% 193
2023
Q1 		$1.59M Buy
50,582
+176
+0.3% +$5.65K 0.09% 206
2022
Q4 		$1.67M Sell
50,406
-2,130
-4% -$66.3K 0.1% 189
2022
Q3 		$1.58M Sell
52,536
-3,207
-6% -$108K 0.11% 165
2022
Q2 		$1.94M Buy
55,743
+4,064
+8% +$138K 0.14% 138
2022
Q1 		$1.7M Sell
51,679
-824
-2% -$30.3K 0.13% 146
2021
Q4 		$1.87M Sell
52,503
-4,548
-8% -$177K 0.13% 150
2021
Q3 		$2.22M Buy
57,051
+337
+0.6% +$13.2K 0.16% 131
2021
Q2 		$2.22M Sell
56,714
-1,002
-2% -$38.8K 0.17% 121
2021
Q1 		$2.25M Sell
57,716
-741
-1% -$28.1K 0.19% 107
2020
Q4 		$2.24M Buy
58,457
+91
+0.2% +$3.4K 0.21% 89
2020
Q3 		$2.13M Sell
58,366
-691
-1% -$24.9K 0.25% 67
2020
Q2 		$2.11M Sell
59,057
-13,475
-19% -$459K 0.26% 63
2020
Q1 		$2.46M Sell
72,532
-1,670
-2% -$59.9K 0.38% 51
2019
Q4 		$2.82M Buy
74,202
+819
+1% +$30.6K 0.35% 53
2019
Q3 		$2.76M Sell
73,383
-552
-0.7% -$20.5K 0.39% 51
2019
Q2 		$2.75M Sell
73,935
-339
-0.5% -$12.4K 0.39% 51
2019
Q1 		$2.71M Buy
74,274
+110
+0.1% +$3.95K 0.4% 51
2018
Q4 		$2.61M Buy
74,164
+45,349
+157% +$1.61M 0.39% 56
2018
Q3 		$1.04M Buy
28,815
+1,312
+5% +$49.2K 0.16% 111
2018
Q2 		$1.04M Sell
27,503
-2,388
-8% -$88.9K 0.16% 104
2018
Q1 		$1.12M Sell
29,891
-2,476
-8% -$92.9K 0.19% 90
2017
Q4 		$1.23M Buy
32,367
+29,015
+866% +$1.11M 0.2% 92
2017
Q3 		$1.3M Sell
3,352
-23,921
-88% -$932K 0.22% 82
2017
Q2 		$1.04M Buy
27,273
+6,219
+30% +$242K 0.27% 72
2017
Q1 		$815K Sell
21,054
-5,580
-21% -$213K 0.23% 76
2016
Q4 		$991K Buy
26,634
+9,750
+58% +$371K 0.36% 58
2016
Q3 		$667K Buy
16,884
+9,955
+144% +$397K 0.26% 74
2016
Q2 		$276K Buy
6,929
+1,266
+22% +$49.6K 0.13% 108
2016
Q1 		$221K Buy
5,663
+1,083
+24% +$41.4K 0.11% 117
2015
Q4 		$178K Buy
4,580
+57
+1% +$2.22K 0.08% 166
2015
Q3 		$175K Buy
4,523
+62
+1% +$2.42K 0.1% 140
2015
Q2 		$175K Sell
4,461
-15
-0.3% -$595 0.08% 146
2015
Q1 		$177K Buy
4,476
+156
+4% +$6.22K 0.08% 138
2014
Q4 		$170K Buy
+4,320
New +$171K 0.07% 133

Other funds holding PFF

FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Chicago Partners Investment Group's PFF Position: Q2 2026 in Review

Chicago Partners Investment Group increased its iShares Preferred and Income Securities ETF (PFF) stake by 6.1% in Q2 2026, buying an estimated $97.3K and bringing the position to 54,298 shares worth $1.64M. The position accounts for 0.03% of the portfolio, ranked #434.

Chicago Partners Investment Group first reported a position in PFF in Q4 2014 and has held it in 47 quarters since. The position peaked at $2.82M in Q4 2019. 456 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Chicago Partners Investment Group held 54,298 shares of iShares Preferred and Income Securities ETF worth $1.64M as of Q2 2026.
  • Chicago Partners Investment Group bought 3,124 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $97.3K.
  • iShares Preferred and Income Securities ETF made up 0.03% of Chicago Partners Investment Group's portfolio in Q2 2026, its #434 holding.
  • Chicago Partners Investment Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2014 and has held it in 47 quarters since.
  • Chicago Partners Investment Group's iShares Preferred and Income Securities ETF position peaked at $2.82M in Q4 2019.
  • 456 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.