Fortis Capital Advisors’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
$932K Buy
30,553
+4,773
+19% +$149K 0.1% 172
2026
Q1
$782K Buy
25,780
+17,832
+224% +$558K 0.1% 174
2025
Q4
$246K Buy
+7,948
New +$248K 0.04% 266
2023
Q2
Sell
-4,149
Closed -$130K 471
2023
Q1
$130K Sell
4,149
-400
-9% -$12.8K 0.07% 144
2022
Q4
$139K Buy
+4,549
New +$142K 0.08% 157

Other funds holding PFF

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

Fortis Capital Advisors increased its iShares Preferred and Income Securities ETF (PFF) stake by 19% in Q2 2026, buying an estimated $149K and bringing the position to 30,553 shares worth $932K. The position accounts for 0.1% of the portfolio, ranked #172.

Fortis Capital Advisors first reported a position in PFF in Q4 2022 and has held it in 5 quarters since. 967 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Fortis Capital Advisors held 30,553 shares of iShares Preferred and Income Securities ETF worth $932K as of Q2 2026.
  • Fortis Capital Advisors bought 4,773 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $149K.
  • iShares Preferred and Income Securities ETF made up 0.1% of Fortis Capital Advisors's portfolio in Q2 2026, its #172 holding.
  • Fortis Capital Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and has held it in 5 quarters since.
  • 967 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.