Heritage Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Heritage Wealth 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	-1,362	Closed	-$41.3K	–	722
2026 Q1	$41.3K	Buy	+1,362	New	+$42.6K	﹤0.01%	355
2024 Q4	–	Sell	-1,072	Closed	-$35.6K	–	638
2024 Q3	$35.6K	Buy	+1,072	New	+$34.5K	﹤0.01%	355
2024 Q2	–	Sell	-145	Closed	-$4.67K	–	532
2024 Q1	$4.67K	Buy	+145	New	+$4.62K	﹤0.01%	473
2022 Q4	–	Sell	-30,460	Closed	-$965K	–	573
2022 Q3	$965K	Sell	30,460 -1,425	-4%	-$47.8K	0.07%	77
2022 Q2	$1.05M	Buy	31,885 +1,330	+4%	+$45K	0.07%	74
2022 Q1	$1.11M	Sell	30,555 -2,700	-8%	-$99.3K	0.06%	80
2021 Q4	$1.31M	Sell	33,255 -720	-2%	-$28K	0.07%	76
2021 Q3	$1.32M	Hold	33,975	–	–	0.08%	69
2021 Q2	$1.34M	Sell	33,975 -3,735	-10%	-$145K	0.08%	68
2021 Q1	$1.45M	Buy	37,710 +1,400	+4%	+$53.1K	0.09%	67
2020 Q4	$1.4M	Sell	36,310 -25,625	-41%	-$957K	0.09%	73
2020 Q3	$2.26M	Hold	61,935	–	–	0.29%	41
2020 Q2	$2.15M	Buy	61,935 +22,250	+56%	+$758K	0.3%	38
2020 Q1	$1.26M	Buy	39,685 +5,095	+15%	+$183K	0.23%	48
2019 Q4	$1.3M	Buy	34,590 +10,270	+42%	+$383K	0.17%	58
2019 Q3	$912K	Buy	24,320 +11,720	+93%	+$436K	0.13%	68
2019 Q2	$464K	Buy	12,600 +5,400	+75%	+$198K	0.07%	97
2019 Q1	$263K	Hold	7,200	–	–	0.04%	117
2018 Q4	$246K	Buy	+7,200	New	+$255K	0.05%	111

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

Heritage Wealth Advisors's PFF Position: Q2 2026 in Review

Heritage Wealth Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2026, closing a stake of 1,362 shares — an estimated $41.3K sold.

Heritage Wealth Advisors first reported a position in PFF in Q4 2018 and held it in 19 quarters. The position peaked at $2.26M in Q3 2020. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Heritage Wealth Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2026 after selling out during the quarter.
Heritage Wealth Advisors sold 1,362 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $41.3K.
Heritage Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2018 and held it in 19 quarters.
Heritage Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $2.26M in Q3 2020.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.