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 Q3	–	Sell	-7,500	Closed	-$237K	–	114
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

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

DLK Investment Management's PFF Position: Q3 2026 in Review

DLK Investment Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2026, closing a stake of 7,500 shares — an estimated $237K sold.

DLK Investment Management first reported a position in PFF in Q4 2023 and held it in 5 quarters. The position peaked at $249K in Q3 2024. 57 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

DLK Investment Management reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2026 after selling out during the quarter.
DLK Investment Management sold 7,500 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $237K.
DLK Investment Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and held it in 5 quarters.
DLK Investment Management's iShares Preferred and Income Securities ETF position peaked at $249K in Q3 2024.
57 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on DLK Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.