GHP Investment Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

GHP Investment Advisors’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	–	Sell	-13	Closed	-$395	–	1441
2026 Q1	$395	Buy	+13	New	+$407	﹤0.01%	1133
2022 Q2	–	Sell	-625	Closed	-$23K	–	1003
2022 Q1	$23K	Buy	+625	New	+$23K	﹤0.01%	590

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GHP Investment Advisors's PFF Position: Q2 2026 in Review

GHP Investment Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2026, closing a stake of 13 shares — an estimated $395 sold.

GHP Investment Advisors first reported a position in PFF in Q1 2022 and held it in 2 quarters. The position peaked at $23K in Q1 2022. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

GHP Investment Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2026 after selling out during the quarter.
GHP Investment Advisors sold 13 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $395.
GHP Investment Advisors first reported a position in iShares Preferred and Income Securities ETF in Q1 2022 and held it in 2 quarters.
GHP Investment Advisors's iShares Preferred and Income Securities ETF position peaked at $23K in Q1 2022.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.