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 Q3	$21K	Buy	711 +83	+13%	+$2.52K	﹤0.01%	1218
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

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AWA

Aletheian Wealth Advisors Bellevue, Washington $249M AUM

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

PRTG

Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

CX Institutional's PFF Position: Q3 2026 in Review

CX Institutional increased its iShares Preferred and Income Securities ETF (PFF) stake by 13% in Q3 2026, buying an estimated $2.52K and bringing the position to 711 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #1218.

CX Institutional first reported a position in PFF in Q2 2018 and has held it in 9 quarters since. The position peaked at $571K in Q3 2025. 57 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

CX Institutional held 711 shares of iShares Preferred and Income Securities ETF worth $21K as of Q3 2026.
CX Institutional bought 83 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $2.52K.
iShares Preferred and Income Securities ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1218 holding.
CX Institutional first reported a position in iShares Preferred and Income Securities ETF in Q2 2018 and has held it in 9 quarters since.
CX Institutional's iShares Preferred and Income Securities ETF position peaked at $571K in Q3 2025.
57 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.