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

Instrumental Wealth’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	$428K	Buy	14,037 +27	+0.2%	+$841	0.22%	48
2026 Q1	$425K	Buy	14,010 +127	+0.9%	+$3.98K	0.26%	35
2025 Q4	$439K	Buy	13,883 +286	+2%	+$8.91K	0.26%	35
2025 Q3	$426K	Buy	13,597 +4,485	+49%	+$141K	0.3%	36
2025 Q2	$282K	Buy	9,112 +117	+1%	+$3.52K	0.22%	45
2025 Q1	$272K	Buy	8,995 +170	+2%	+$5.36K	0.25%	45
2024 Q4	$279K	Sell	8,825 -39	-0.4%	-$1.27K	0.26%	40
2024 Q3	$296K	Buy	8,864 +16	+0.2%	+$515	0.29%	34
2024 Q2	$280K	Buy	8,848 +1,079	+14%	+$34K	0.29%	34
2024 Q1	$245K	Sell	7,769 -450	-5%	-$14.3K	0.11%	36
2023 Q4	$260K	Buy	8,219 +448	+6%	+$13.4K	0.28%	32
2023 Q3	$223K	Buy	7,771 +1,016	+15%	+$31.1K	0.26%	30
2023 Q2	$209K	Buy	+6,755	New	+$207K	0.25%	31

Other funds holding PFF

FIB

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

Instrumental Wealth's PFF Position: Q2 2026 in Review

Instrumental Wealth increased its iShares Preferred and Income Securities ETF (PFF) stake by 0.19% in Q2 2026, buying an estimated $841 and bringing the position to 14,037 shares worth $428K. The position accounts for 0.22% of the portfolio, ranked #48.

Instrumental Wealth first reported a position in PFF in Q2 2023 and has held it in 13 quarters since. The position peaked at $439K in Q4 2025. 322 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Instrumental Wealth held 14,037 shares of iShares Preferred and Income Securities ETF worth $428K as of Q2 2026.
Instrumental Wealth bought 27 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $841.
iShares Preferred and Income Securities ETF made up 0.22% of Instrumental Wealth's portfolio in Q2 2026, its #48 holding.
Instrumental Wealth first reported a position in iShares Preferred and Income Securities ETF in Q2 2023 and has held it in 13 quarters since.
Instrumental Wealth's iShares Preferred and Income Securities ETF position peaked at $439K in Q4 2025.
322 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.