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

Crescent Grove 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 Q1	$292K	Hold	9,646	–	–	0.03%	239
2025 Q4	$299K	Buy	9,646 +856	+10%	+$26.7K	0.03%	238
2025 Q3	$278K	Buy	8,790 +1,265	+17%	+$39.8K	0.03%	243
2025 Q2	$231K	Sell	7,525 -39,014	-84%	-$1.17M	0.02%	255
2025 Q1	$1.43M	Buy	46,539 +1,708	+4%	+$53.8K	0.15%	93
2024 Q4	$1.41M	Buy	44,831 +1,636	+4%	+$53.4K	0.14%	97
2024 Q3	$1.44M	Buy	43,195 +595	+1%	+$19.1K	0.15%	100
2024 Q2	$1.34M	Buy	42,600 +576	+1%	+$18.1K	0.15%	94
2024 Q1	$1.35M	Buy	42,024 +267	+0.6%	+$8.51K	0.14%	98
2023 Q4	$1.3M	Buy	41,757 +34,116	+446%	+$1.02M	0.15%	98
2023 Q3	$230K	Buy	7,641 +99	+1%	+$3.03K	0.03%	251
2023 Q2	$233K	Buy	+7,542	New	+$231K	0.03%	261

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Crescent Grove Advisors's PFF Position: Q1 2026 in Review

Crescent Grove Advisors held its iShares Preferred and Income Securities ETF (PFF) position steady in Q1 2026 at 9,646 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #239.

Crescent Grove Advisors first reported a position in PFF in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.44M in Q3 2024. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Crescent Grove Advisors held 9,646 shares of iShares Preferred and Income Securities ETF worth $292K as of Q1 2026.
Crescent Grove Advisors left its iShares Preferred and Income Securities ETF share count unchanged in Q1 2026.
iShares Preferred and Income Securities ETF made up 0.03% of Crescent Grove Advisors's portfolio in Q1 2026, its #239 holding.
Crescent Grove Advisors first reported a position in iShares Preferred and Income Securities ETF in Q2 2023 and has held it in 12 quarters since.
Crescent Grove Advisors's iShares Preferred and Income Securities ETF position peaked at $1.44M in Q3 2024.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.