EPG Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$24.8K Buy
814
+405
+99% +$12.6K 0.01% 255
2026
Q1
$12.4K Buy
409
+3
+0.7% +$94 ﹤0.01% 276
2025
Q4
$12.6K Sell
406
-817
-67% -$25.4K ﹤0.01% 269
2025
Q3
$38.7K Buy
1,223
+829
+210% +$26.1K 0.01% 237
2025
Q2
$12.1K Sell
394
-2,034
-84% -$61.2K ﹤0.01% 266
2025
Q1
$74.6K Sell
2,428
-1,805
-43% -$56.9K 0.02% 267
2024
Q4
$133K Buy
4,233
+44
+1% +$1.44K 0.04% 250
2024
Q3
$139K Buy
+4,189
New +$135K 0.04% 254
2024
Q2
Sell
-4,126
Closed -$130K 267
2024
Q1
$133K Buy
4,126
+11
+0.3% +$351 0.03% 270
2023
Q4
$130K Sell
4,115
-884
-18% -$26.4K 0.03% 260
2023
Q3
$151K Buy
4,999
+44
+0.9% +$1.34K 0.05% 249
2023
Q2
$153K Buy
4,955
+48
+1% +$1.47K 0.05% 246
2023
Q1
$153K Buy
4,907
+31
+0.6% +$996 0.05% 247
2022
Q4
$149K Buy
4,876
+65
+1% +$2.02K 0.06% 218
2022
Q3
$152K Buy
+4,811
New +$161K 0.06% 214
2022
Q2
Sell
-4,458
Closed -$162K 347
2022
Q1
$162K Buy
4,458
+15
+0.3% +$552 0.06% 244
2021
Q4
$175K Buy
4,443
+1,516
+52% +$58.9K 0.06% 237
2021
Q3
$114K Buy
+2,927
New +$115K 0.05% 235
2020
Q3
Sell
-11,909
Closed -$413K 139
2020
Q2
$413K Buy
11,909
+61
+0.5% +$2.08K 0.29% 83
2020
Q1
$377K Buy
11,848
+11,434
+2,762% +$410K 0.28% 72
2019
Q4
$16K Buy
+414
New +$15.4K 0.01% 378

Other funds holding PFF

EPG Wealth Management's PFF Position: Q2 2026 in Review

EPG Wealth Management increased its iShares Preferred and Income Securities ETF (PFF) stake by 99% in Q2 2026, buying an estimated $12.6K and bringing the position to 814 shares worth $24.8K. The position accounts for 0.01% of the portfolio, ranked #255.

EPG Wealth Management first reported a position in PFF in Q4 2019 and has held it in 21 quarters since. The position peaked at $413K in Q2 2020. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • EPG Wealth Management held 814 shares of iShares Preferred and Income Securities ETF worth $24.8K as of Q2 2026.
  • EPG Wealth Management bought 405 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $12.6K.
  • iShares Preferred and Income Securities ETF made up 0.01% of EPG Wealth Management's portfolio in Q2 2026, its #255 holding.
  • EPG Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and has held it in 21 quarters since.
  • EPG Wealth Management's iShares Preferred and Income Securities ETF position peaked at $413K in Q2 2020.
  • 969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.