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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FIB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Insight Wealth Partners's PFF Position: Q1 2026 in Review

Insight Wealth Partners reduced its iShares Preferred and Income Securities ETF (PFF) stake by 23% in Q1 2026, selling an estimated $67.4K and leaving 7,035 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #116.

Insight Wealth Partners first reported a position in PFF in Q4 2022 and has held it in 14 quarters since. The position peaked at $335K in Q1 2023. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Insight Wealth Partners held 7,035 shares of iShares Preferred and Income Securities ETF worth $213K as of Q1 2026.
Insight Wealth Partners sold 2,152 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $67.4K.
iShares Preferred and Income Securities ETF made up 0.03% of Insight Wealth Partners's portfolio in Q1 2026, its #116 holding.
Insight Wealth Partners first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and has held it in 14 quarters since.
Insight Wealth Partners's iShares Preferred and Income Securities ETF position peaked at $335K in Q1 2023.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.