CMG Global Holdings’s iShares Preferred and Income Securities ETF PFF Stock Holding History

CMG Global Holdings’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	$1.02M	Sell	33,528 -216	-0.6%	-$6.73K	0.43%	45
2026 Q1	$1.02M	Sell	33,744 -452	-1%	-$14.2K	0.49%	45
2025 Q4	$1.08M	Sell	34,196 -5,457	-14%	-$170K	0.48%	46
2025 Q3	$1.25M	Sell	39,653 -350	-0.9%	-$11K	0.61%	45
2025 Q2	$1.25M	Sell	40,003 -150	-0.4%	-$4.51K	0.66%	43
2025 Q1	$1.21M	Sell	40,153 -645	-2%	-$20.3K	0.79%	39
2024 Q4	$1.31M	Buy	40,798 +445	+1%	+$14.5K	0.72%	41
2024 Q3	$1.34M	Hold	40,353	–	–	0.76%	40
2024 Q2	$1.27M	Sell	40,353 -75	-0.2%	-$2.36K	0.84%	38
2024 Q1	$1.3M	Hold	40,428	–	–	0.9%	37
2023 Q4	$1.29M	Sell	40,428 -3,110	-7%	-$92.9K	0.94%	36
2023 Q3	$1.31M	Buy	43,538 +741	+2%	+$22.6K	1.12%	31
2023 Q2	$1.32M	Buy	42,797 +61	+0.1%	+$1.87K	1.08%	30
2023 Q1	$1.33M	Sell	42,736 -665	-2%	-$21.4K	1.21%	25
2022 Q4	$1.33M	Sell	43,401 -21,021	-33%	-$654K	1.26%	29
2022 Q3	$2.04M	Hold	64,422	–	–	2.2%	12
2022 Q2	$2.12M	Sell	64,422 -1,289	-2%	-$43.6K	2.19%	10
2022 Q1	$2.39M	Buy	65,711 +170	+0.3%	+$6.25K	1.95%	13
2021 Q4	$2.58M	Buy	65,541 +2,506	+4%	+$97.4K	1.66%	19
2021 Q3	$2.45M	Buy	63,035 +4,353	+7%	+$171K	1.83%	16
2021 Q2	$2.31M	Buy	58,682 +1,432	+3%	+$55.5K	1.74%	16
2021 Q1	$2.2M	Buy	+57,250	New	+$2.17M	1.91%	15

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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 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

CMG Global Holdings's PFF Position: Q2 2026 in Review

CMG Global Holdings reduced its iShares Preferred and Income Securities ETF (PFF) stake by 0.64% in Q2 2026, selling an estimated $6.73K and leaving 33,528 shares worth $1.02M. The position accounts for 0.43% of the portfolio, ranked #45.

CMG Global Holdings first reported a position in PFF in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.58M in Q4 2021. 456 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

CMG Global Holdings held 33,528 shares of iShares Preferred and Income Securities ETF worth $1.02M as of Q2 2026.
CMG Global Holdings sold 216 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $6.73K.
iShares Preferred and Income Securities ETF made up 0.43% of CMG Global Holdings's portfolio in Q2 2026, its #45 holding.
CMG Global Holdings first reported a position in iShares Preferred and Income Securities ETF in Q1 2021 and has held it in 22 quarters since.
CMG Global Holdings's iShares Preferred and Income Securities ETF position peaked at $2.58M in Q4 2021.
456 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on CMG Global Holdings's 13F filing for Q2 2026, filed 28 Jul 2026.