Fortis Group 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
$1.37M Sell
44,984
-1,060
-2% -$33K 0.22% 113
2026
Q1
$1.45M Sell
46,044
-442
-1% -$13.8K 0.24% 110
2025
Q4
$1.47M Sell
46,486
-687
-1% -$21.4K 0.25% 113
2025
Q3
$1.47M Buy
47,173
+6,355
+16% +$200K 0.25% 90
2025
Q2
$1.27M Buy
40,818
+27,858
+215% +$839K 0.23% 102
2025
Q1
$398K Sell
12,960
-62,656
-83% -$1.98M 0.08% 146
2024
Q4
$2.38M Sell
75,616
-630
-0.8% -$20.6K 0.44% 59
2024
Q3
$2.53M Buy
76,246
+1,953
+3% +$62.9K 0.47% 54
2024
Q2
$2.34M Sell
74,293
-114,433
-61% -$3.6M 0.47% 52
2024
Q1
$6.08M Buy
188,726
+186,686
+9,151% +$5.95M 1.12% 28
2023
Q4
$63.6K Buy
2,040
+1,020
+100% +$30.5K 0.02% 163
2023
Q3
$30.8K Buy
+1,020
New +$31.2K 0.01% 157
2020
Q3
$37K Buy
+1,020
New +$36.7K 0.01% 217

Other funds holding PFF

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

Fortis Group Advisors reduced its iShares Preferred and Income Securities ETF (PFF) stake by 2.3% in Q2 2026, selling an estimated $33K and leaving 44,984 shares worth $1.37M. The position accounts for 0.22% of the portfolio, ranked #113.

Fortis Group Advisors first reported a position in PFF in Q3 2020 and has held it in 13 quarters since. The position peaked at $6.08M in Q1 2024. 967 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Fortis Group Advisors held 44,984 shares of iShares Preferred and Income Securities ETF worth $1.37M as of Q2 2026.
  • Fortis Group Advisors sold 1,060 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $33K.
  • iShares Preferred and Income Securities ETF made up 0.22% of Fortis Group Advisors's portfolio in Q2 2026, its #113 holding.
  • Fortis Group Advisors first reported a position in iShares Preferred and Income Securities ETF in Q3 2020 and has held it in 13 quarters since.
  • Fortis Group Advisors's iShares Preferred and Income Securities ETF position peaked at $6.08M in Q1 2024.
  • 967 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.