Cornerstone Planning Group
PFF icon

Cornerstone Planning Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Cornerstone Planning 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
Q3 		– Sell
-2,463
Closed -$75K – 1253
2026
Q2 		$75K Buy
2,463
+33
+1% +$1.03K 0.01% 311
2026
Q1 		$76.4K Buy
2,430
+125
+5% +$3.91K 0.01% 291
2025
Q4 		$73.3K Sell
2,305
-2,929
-56% -$91.2K 0.01% 263
2025
Q3 		$164K Buy
5,234
+2,131
+69% +$67K 0.03% 155
2025
Q2 		$96.8K Buy
3,103
+2,935
+1,747% +$88.3K 0.02% 147
2025
Q1 		$5.02K Buy
168
+3
+2% +$95 ﹤0.01% 734
2024
Q4 		$5.32K Buy
165
+3
+2% +$98 ﹤0.01% 566
2024
Q3 		$5.34K Buy
162
+2
+1% +$64 ﹤0.01% 555
2024
Q2 		$4.99K Hold
160
– – ﹤0.01% 577
2024
Q1 		$5.05K Hold
160
– – ﹤0.01% 513
2023
Q4 		$4.99K Sell
160
-341
-68% -$10.2K ﹤0.01% 522
2023
Q3 		$15.1K Sell
501
-384
-43% -$11.7K 0.01% 351
2023
Q2 		$27.4K Buy
+885
New +$27.1K 0.01% 355
2022
Q4 		$81.6K Buy
+2,481
New +$77.2K 0.03% 185

Other funds holding PFF

First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
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

Cornerstone Planning Group's PFF Position: Q3 2026 in Review

Cornerstone Planning Group sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2026, closing a stake of 2,463 shares — an estimated $75K sold.

Cornerstone Planning Group first reported a position in PFF in Q4 2022 and held it in 14 quarters. The position peaked at $164K in Q3 2025. 294 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

  • Cornerstone Planning Group reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 2,463 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $75K.
  • Cornerstone Planning Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's iShares Preferred and Income Securities ETF position peaked at $164K in Q3 2025.
  • 294 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.