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 Q3	$285K	Hold	9,646	–	–	0.02%	264
2026 Q2	$294K	Hold	9,646	–	–	0.02%	241
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Crescent Grove Advisors's PFF Position: Q3 2026 in Review

Crescent Grove Advisors held its iShares Preferred and Income Securities ETF (PFF) position steady in Q3 2026 at 9,646 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #264.

Crescent Grove Advisors first reported a position in PFF in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.44M in Q3 2024. 647 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

Crescent Grove Advisors held 9,646 shares of iShares Preferred and Income Securities ETF worth $285K as of Q3 2026.
Crescent Grove Advisors left its iShares Preferred and Income Securities ETF share count unchanged in Q3 2026.
iShares Preferred and Income Securities ETF made up 0.02% of Crescent Grove Advisors's portfolio in Q3 2026, its #264 holding.
Crescent Grove Advisors first reported a position in iShares Preferred and Income Securities ETF in Q2 2023 and has held it in 14 quarters since.
Crescent Grove Advisors's iShares Preferred and Income Securities ETF position peaked at $1.44M in Q3 2024.
647 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Crescent Grove Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.