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 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