CoreCap Advisors
PFF icon

CoreCap Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

CoreCap Advisors’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 		$271K Sell
9,179
-1,973
-18% -$59.9K 0.01% 743
2026
Q2 		$340K Sell
11,152
-1,468
-12% -$45.7K 0.01% 672
2026
Q1 		$383K Sell
12,620
-10,056
-44% -$315K 0.01% 577
2025
Q4 		$702K Sell
22,676
-10,360
-31% -$323K 0.02% 450
2025
Q3 		$1.04M Buy
33,036
+15,365
+87% +$483K 0.04% 366
2025
Q2 		$542K Buy
17,671
+506
+3% +$15.2K 0.02% 494
2025
Q1 		$527K Sell
17,165
-24,061
-58% -$759K 0.02% 470
2024
Q4 		$1.3M Sell
41,226
-2,255
-5% -$73.6K 0.06% 293
2024
Q3 		$1.44M Buy
+43,481
New +$1.4M 0.07% 268
2024
Q2 		– Sell
-41,674
Closed -$1.34M – 2314
2024
Q1 		$1.34M Sell
41,674
-15,495
-27% -$494K 0.07% 254
2023
Q4 		$1.78M Sell
57,169
-5,312
-9% -$159K 0.12% 176
2023
Q3 		$1.88M Buy
62,481
+46,725
+297% +$1.43M 0.14% 148
2023
Q2 		$487K Buy
+15,756
New +$482K 0.03% 354
2022
Q4 		$797K Buy
26,107
+12,400
+90% +$386K 0.06% 272
2022
Q3 		$434K Sell
13,707
-1,282
-9% -$43K 0.04% 339
2022
Q2 		$493K Sell
14,989
-2,469
-14% -$83.6K 0.04% 323
2022
Q1 		$636K Sell
17,458
-441
-2% -$16.2K 0.04% 296
2021
Q4 		$706K Buy
+17,899
New +$696K 0.05% 294

Other funds holding PFF

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
Collective Family Office
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
Ballast Inc
Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

CoreCap Advisors's PFF Position: Q3 2026 in Review

CoreCap Advisors reduced its iShares Preferred and Income Securities ETF (PFF) stake by 18% in Q3 2026, selling an estimated $59.9K and leaving 9,179 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #743.

CoreCap Advisors first reported a position in PFF in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.88M in Q3 2023. 266 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

  • CoreCap Advisors held 9,179 shares of iShares Preferred and Income Securities ETF worth $271K as of Q3 2026.
  • CoreCap Advisors sold 1,973 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $59.9K.
  • iShares Preferred and Income Securities ETF made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #743 holding.
  • CoreCap Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's iShares Preferred and Income Securities ETF position peaked at $1.88M in Q3 2023.
  • 266 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.