Fiduciary Alliance’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Fiduciary Alliance’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	$930K	Buy	30,509 +2,169	+8%	+$67.6K	0.06%	276
2026 Q1	$889K	Buy	28,340 +247	+0.9%	+$7.73K	0.05%	277
2025 Q4	$870K	Buy	28,093 +4,451	+19%	+$139K	0.06%	257
2025 Q3	$748K	Buy	+23,642	New	+$743K	0.05%	275
2023 Q3	–	Sell	-71	Closed	-$2.2K	–	706
2023 Q2	$2.2K	Buy	+71	New	+$2.17K	﹤0.01%	794
2023 Q1	–	Sell	-276	Closed	-$8.43K	–	646
2022 Q4	$8.43K	Buy	+276	New	+$8.59K	﹤0.01%	442

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

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

Fiduciary Alliance's PFF Position: Q2 2026 in Review

Fiduciary Alliance increased its iShares Preferred and Income Securities ETF (PFF) stake by 7.7% in Q2 2026, buying an estimated $67.6K and bringing the position to 30,509 shares worth $930K. The position accounts for 0.06% of the portfolio, ranked #276.

Fiduciary Alliance first reported a position in PFF in Q4 2022 and has held it in 6 quarters since. 199 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Fiduciary Alliance held 30,509 shares of iShares Preferred and Income Securities ETF worth $930K as of Q2 2026.
Fiduciary Alliance bought 2,169 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $67.6K.
iShares Preferred and Income Securities ETF made up 0.06% of Fiduciary Alliance's portfolio in Q2 2026, its #276 holding.
Fiduciary Alliance first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and has held it in 6 quarters since.
199 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.