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Great Valley Advisor Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Great Valley Advisor Group’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
-8,819
Closed -$267K – 1088
2026
Q1 		$267K Sell
8,819
-2,057
-19% -$64.4K ﹤0.01% 860
2025
Q4 		$337K Sell
10,876
-4,579
-30% -$143K 0.01% 747
2025
Q3 		$489K Sell
15,455
-859
-5% -$27K 0.01% 631
2025
Q2 		$500K Buy
16,314
+848
+5% +$25.5K 0.01% 609
2025
Q1 		$475K Buy
15,466
+2,728
+21% +$86K 0.01% 597
2024
Q4 		$400K Buy
12,738
+5,050
+66% +$165K 0.01% 620
2024
Q3 		$255K Buy
7,688
+1,201
+19% +$38.7K 0.01% 735
2024
Q2 		$205K Sell
6,487
-1,244
-16% -$39.2K 0.01% 743
2024
Q1 		$249K Buy
7,731
+226
+3% +$7.2K 0.01% 649
2023
Q4 		$234K Buy
7,505
+21
+0.3% +$627 0.01% 633
2023
Q3 		$226K Sell
7,484
-4,258
-36% -$130K 0.01% 604
2023
Q2 		$364K Buy
11,742
+238
+2% +$7.28K 0.02% 517
2023
Q1 		$360K Buy
11,504
+136
+1% +$4.37K 0.02% 496
2022
Q4 		$348K Sell
11,368
-540
-5% -$16.8K 0.02% 512
2022
Q3 		$377K Sell
11,908
-7,374
-38% -$247K 0.02% 483
2022
Q2 		$634K Buy
+19,282
New +$653K 0.03% 384
2021
Q4 		– Sell
-5,745
Closed -$223K – 615
2021
Q3 		$223K Buy
+5,745
New +$225K 0.02% 532

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mariner
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Great Valley Advisor Group's PFF Position: Q2 2026 in Review

Great Valley Advisor Group sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2026, closing a stake of 8,819 shares — an estimated $267K sold.

Great Valley Advisor Group first reported a position in PFF in Q3 2021 and held it in 17 quarters. The position peaked at $634K in Q2 2022. 975 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Great Valley Advisor Group reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2026 after selling out during the quarter.
  • Great Valley Advisor Group sold 8,819 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $267K.
  • Great Valley Advisor Group first reported a position in iShares Preferred and Income Securities ETF in Q3 2021 and held it in 17 quarters.
  • Great Valley Advisor Group's iShares Preferred and Income Securities ETF position peaked at $634K in Q2 2022.
  • 975 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.