CX Institutional’s iShares Preferred and Income Securities ETF PFF Stock Holding History

CX Institutional’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	$19K	Sell	628 -1,646	-72%	-$51.3K	﹤0.01%	1186
2026 Q1	$69K	Sell	2,274 -2,093	-48%	-$65.5K	﹤0.01%	920
2025 Q4	$135K	Sell	4,367 -13,704	-76%	-$427K	﹤0.01%	799
2025 Q3	$571K	Buy	+18,071	New	+$568K	0.02%	403
2022 Q3	–	Sell	-2,020	Closed	-$66K	–	951
2022 Q2	$66K	Buy	+2,020	New	+$68.4K	0.01%	622
2020 Q2	–	Sell	-91	Closed	-$3K	–	866
2020 Q1	$3K	Buy	+91	New	+$3.26K	﹤0.01%	627
2018 Q4	–	Sell	-4,507	Closed	-$167K	–	552
2018 Q3	$167K	Hold	4,507	–	–	0.06%	124
2018 Q2	$170K	Buy	+4,507	New	+$168K	0.06%	119

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FIB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CX Institutional's PFF Position: Q2 2026 in Review

CX Institutional reduced its iShares Preferred and Income Securities ETF (PFF) stake by 72% in Q2 2026, selling an estimated $51.3K and leaving 628 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #1186.

CX Institutional first reported a position in PFF in Q2 2018 and has held it in 8 quarters since. The position peaked at $571K in Q3 2025. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

CX Institutional held 628 shares of iShares Preferred and Income Securities ETF worth $19K as of Q2 2026.
CX Institutional sold 1,646 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $51.3K.
iShares Preferred and Income Securities ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1186 holding.
CX Institutional first reported a position in iShares Preferred and Income Securities ETF in Q2 2018 and has held it in 8 quarters since.
CX Institutional's iShares Preferred and Income Securities ETF position peaked at $571K in Q3 2025.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.