GAMMA Investing’s iShares Preferred and Income Securities ETF PFF Stock Holding History

GAMMA Investing’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 Q3	$437K	Buy	14,797 +154	+1%	+$4.67K	0.01%	775
2026 Q2	$446K	Buy	14,643 +8,379	+134%	+$261K	0.02%	708
2026 Q1	$190K	Sell	6,264 -434	-6%	-$13.6K	0.01%	1159
2025 Q4	$207K	Sell	6,698 -3,267	-33%	-$102K	0.01%	1015
2025 Q3	$315K	Sell	9,965 -40,224	-80%	-$1.26M	0.02%	692
2025 Q2	$1.54M	Sell	50,189 -141,839	-74%	-$4.27M	0.1%	182
2025 Q1	$5.9M	Buy	192,028 +48,203	+34%	+$1.52M	0.44%	32
2024 Q4	$4.52M	Buy	143,825 +5,843	+4%	+$191K	0.39%	33
2024 Q3	$4.59M	Buy	137,982 +81,500	+144%	+$2.62M	0.45%	32
2024 Q2	$1.78M	Buy	56,482 +31,404	+125%	+$989K	0.24%	66
2024 Q1	$808K	Buy	+25,078	New	+$799K	0.16%	113

Other funds holding PFF

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

GAMMA Investing's PFF Position: Q3 2026 in Review

GAMMA Investing increased its iShares Preferred and Income Securities ETF (PFF) stake by 1.1% in Q3 2026, buying an estimated $4.67K and bringing the position to 14,797 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #775.

GAMMA Investing first reported a position in PFF in Q1 2024 and has held it in 11 quarters since. The position peaked at $5.9M in Q1 2025. 294 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

GAMMA Investing held 14,797 shares of iShares Preferred and Income Securities ETF worth $437K as of Q3 2026.
GAMMA Investing bought 154 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $4.67K.
iShares Preferred and Income Securities ETF made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #775 holding.
GAMMA Investing first reported a position in iShares Preferred and Income Securities ETF in Q1 2024 and has held it in 11 quarters since.
GAMMA Investing's iShares Preferred and Income Securities ETF position peaked at $5.9M in Q1 2025.
294 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.