Elevated Capital Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Elevated Capital 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	$70.8K	Sell	2,399 -184	-7%	-$5.58K	0.02%	253
2026 Q2	$78.8K	Hold	2,583	–	–	0.02%	305
2026 Q1	$78.3K	Sell	2,583 -156	-6%	-$4.88K	0.02%	308
2025 Q4	$84.8K	Buy	+2,739	New	+$85.3K	0.02%	309
2024 Q4	–	Sell	-30,840	Closed	-$1.02M	–	272
2024 Q3	$1.02M	Sell	30,840 -26,537	-46%	-$854K	0.27%	102
2024 Q2	$1.81M	Buy	57,377 +3,017	+6%	+$95K	0.51%	53
2024 Q1	$1.75M	Sell	54,360 -134	-0.2%	-$4.27K	0.5%	63
2023 Q4	$1.7M	Sell	54,494 -211	-0.4%	-$6.3K	0.53%	65
2023 Q3	$1.65M	Buy	54,705 +119	+0.2%	+$3.64K	0.56%	61
2023 Q2	$1.69M	Buy	+54,586	New	+$1.67M	0.56%	64

Other funds holding PFF

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

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

Elevated Capital Advisors's PFF Position: Q3 2026 in Review

Elevated Capital Advisors reduced its iShares Preferred and Income Securities ETF (PFF) stake by 7.1% in Q3 2026, selling an estimated $5.58K and leaving 2,399 shares worth $70.8K. The position accounts for 0.02% of the portfolio, ranked #253.

Elevated Capital Advisors first reported a position in PFF in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.81M in Q2 2024. 826 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

Elevated Capital Advisors held 2,399 shares of iShares Preferred and Income Securities ETF worth $70.8K as of Q3 2026.
Elevated Capital Advisors sold 184 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $5.58K.
iShares Preferred and Income Securities ETF made up 0.02% of Elevated Capital Advisors's portfolio in Q3 2026, its #253 holding.
Elevated Capital Advisors first reported a position in iShares Preferred and Income Securities ETF in Q2 2023 and has held it in 10 quarters since.
Elevated Capital Advisors's iShares Preferred and Income Securities ETF position peaked at $1.81M in Q2 2024.
826 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.