High Point Wealth Management’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
Q2
$144K Buy
4,717
+46
+1% +$1.43K 0.12% 97
2026
Q1
$142K Sell
4,671
-4,887
-51% -$153K 0.14% 95
2025
Q4
$296K Buy
+9,558
New +$298K 0.28% 77

Other funds holding PFF

High Point Wealth Management's PFF Position: Q2 2026 in Review

High Point Wealth Management increased its iShares Preferred and Income Securities ETF (PFF) stake by 0.98% in Q2 2026, buying an estimated $1.43K and bringing the position to 4,717 shares worth $144K. The position accounts for 0.12% of the portfolio, ranked #97.

High Point Wealth Management first reported a position in PFF in Q4 2025 and has held it in 3 quarters since. The position peaked at $296K in Q4 2025. 639 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • High Point Wealth Management held 4,717 shares of iShares Preferred and Income Securities ETF worth $144K as of Q2 2026.
  • High Point Wealth Management bought 46 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $1.43K.
  • iShares Preferred and Income Securities ETF made up 0.12% of High Point Wealth Management's portfolio in Q2 2026, its #97 holding.
  • High Point Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2025 and has held it in 3 quarters since.
  • High Point Wealth Management's iShares Preferred and Income Securities ETF position peaked at $296K in Q4 2025.
  • 639 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.