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 Q3	$394K	Sell	13,344 -693	-5%	-$21K	0.19%	52
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

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

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 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

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Instrumental Wealth's PFF Position: Q3 2026 in Review

Instrumental Wealth reduced its iShares Preferred and Income Securities ETF (PFF) stake by 4.9% in Q3 2026, selling an estimated $21K and leaving 13,344 shares worth $394K. The position accounts for 0.19% of the portfolio, ranked #52.

Instrumental Wealth first reported a position in PFF in Q2 2023 and has held it in 14 quarters since. The position peaked at $439K in Q4 2025. 582 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

Instrumental Wealth held 13,344 shares of iShares Preferred and Income Securities ETF worth $394K as of Q3 2026.
Instrumental Wealth sold 693 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $21K.
iShares Preferred and Income Securities ETF made up 0.19% of Instrumental Wealth's portfolio in Q3 2026, its #52 holding.
Instrumental Wealth first reported a position in iShares Preferred and Income Securities ETF in Q2 2023 and has held it in 14 quarters since.
Instrumental Wealth's iShares Preferred and Income Securities ETF position peaked at $439K in Q4 2025.
582 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.