Insight Wealth Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Insight Wealth Partners’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	$208K	Hold	7,035	–	–	0.03%	136
2026 Q2	$214K	Hold	7,035	–	–	0.03%	127
2026 Q1	$213K	Sell	7,035 -2,152	-23%	-$67.4K	0.03%	116
2025 Q4	$284K	Hold	9,187	–	–	0.04%	92
2025 Q3	$290K	Buy	9,187 +1,747	+23%	+$54.9K	0.09%	94
2025 Q2	$228K	Hold	7,440	–	–	0.09%	100
2025 Q1	$229K	Hold	7,440	–	–	0.04%	101
2024 Q4	$234K	Hold	7,440	–	–	0.03%	88
2024 Q3	$247K	Hold	7,440	–	–	0.05%	88
2024 Q2	$235K	Sell	7,440 -2,946	-28%	-$92.7K	0.04%	86
2024 Q1	$335K	Hold	10,386	–	–	0.06%	73
2023 Q4	$324K	Hold	10,386	–	–	0.06%	66
2023 Q3	$313K	Sell	10,386 -351	-3%	-$10.7K	0.06%	61
2023 Q2	$332K	Hold	10,737	–	–	0.08%	58
2023 Q1	$335K	Hold	10,737	–	–	0.08%	48
2022 Q4	$328K	Buy	+10,737	New	+$334K	0.25%	41

Other funds holding PFF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Sumitomo Mitsui Financial Group Tokyo, Japan $5.57B AUM 5.08% 1-Year Est. Return

GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return

Insight Wealth Partners's PFF Position: Q3 2026 in Review

Insight Wealth Partners held its iShares Preferred and Income Securities ETF (PFF) position steady in Q3 2026 at 7,035 shares worth $208K. The position accounts for 0.03% of the portfolio, ranked #136.

Insight Wealth Partners first reported a position in PFF in Q4 2022 and has held it in 16 quarters since. The position peaked at $335K in Q1 2023. 667 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

Insight Wealth Partners held 7,035 shares of iShares Preferred and Income Securities ETF worth $208K as of Q3 2026.
Insight Wealth Partners left its iShares Preferred and Income Securities ETF share count unchanged in Q3 2026.
iShares Preferred and Income Securities ETF made up 0.03% of Insight Wealth Partners's portfolio in Q3 2026, its #136 holding.
Insight Wealth Partners first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and has held it in 16 quarters since.
Insight Wealth Partners's iShares Preferred and Income Securities ETF position peaked at $335K in Q1 2023.
667 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.