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 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

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

Elevated Capital Advisors's PFF Position: Q2 2026 in Review

Elevated Capital Advisors held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 2,583 shares worth $78.8K. The position accounts for 0.02% of the portfolio, ranked #305.

Elevated Capital Advisors first reported a position in PFF in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.81M in Q2 2024. 974 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Elevated Capital Advisors held 2,583 shares of iShares Preferred and Income Securities ETF worth $78.8K as of Q2 2026.
Elevated Capital Advisors left its iShares Preferred and Income Securities ETF share count unchanged in Q2 2026.
iShares Preferred and Income Securities ETF made up 0.02% of Elevated Capital Advisors's portfolio in Q2 2026, its #305 holding.
Elevated Capital Advisors first reported a position in iShares Preferred and Income Securities ETF in Q2 2023 and has held it in 9 quarters since.
Elevated Capital Advisors's iShares Preferred and Income Securities ETF position peaked at $1.81M in Q2 2024.
974 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.