DLK Investment Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

DLK Investment Management’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	$237K	Buy	+7,500	New	+$234K	0.1%	72
2024 Q4	–	Sell	-7,500	Closed	-$249K	–	103
2024 Q3	$249K	Hold	7,500	–	–	0.1%	78
2024 Q2	$237K	Hold	7,500	–	–	0.1%	74
2024 Q1	$242K	Hold	7,500	–	–	0.1%	72
2023 Q4	$234K	Buy	+7,500	New	+$224K	0.11%	71

Other funds holding PFF

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

DLK Investment Management's PFF Position: Q2 2026 in Review

DLK Investment Management opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q2 2026: 7,500 shares worth $237K. The stake represents 0.1% of the portfolio and ranks #72 among its holdings. This is a return to the name: DLK Investment Management previously reported a position in PFF as recently as Q3 2024.

DLK Investment Management first reported a position in PFF in Q4 2023 and has held it in 5 quarters since. The position peaked at $249K in Q3 2024. 178 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

DLK Investment Management held 7,500 shares of iShares Preferred and Income Securities ETF worth $237K as of Q2 2026.
iShares Preferred and Income Securities ETF was a new DLK Investment Management position in Q2 2026.
iShares Preferred and Income Securities ETF made up 0.1% of DLK Investment Management's portfolio in Q2 2026, its #72 holding.
DLK Investment Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and has held it in 5 quarters since.
DLK Investment Management's iShares Preferred and Income Securities ETF position peaked at $249K in Q3 2024.
178 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on DLK Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.