Investmark Advisory Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Investmark Advisory Group’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	–	Sell	-8,297	Closed	-$257K	–	146
2025 Q4	$257K	Sell	8,297 -817	-9%	-$25.4K	0.11%	116
2025 Q3	$288K	Sell	9,114 -798	-8%	-$25.1K	0.13%	109
2025 Q2	$304K	Buy	9,912 +289	+3%	+$8.7K	0.14%	101
2025 Q1	$296K	Sell	9,623 -783	-8%	-$24.7K	0.15%	95
2024 Q4	$327K	Sell	10,406 -6,000	-37%	-$196K	0.16%	89
2024 Q3	$545K	Sell	16,406 -4,326	-21%	-$139K	0.26%	65
2024 Q2	$654K	Buy	20,732 +417	+2%	+$13.1K	0.35%	58
2024 Q1	$655K	Buy	20,315 +1,985	+11%	+$63.3K	0.36%	57
2023 Q4	$572K	Sell	18,330 -322	-2%	-$9.62K	0.34%	61
2023 Q3	$562K	Buy	18,652 +2,733	+17%	+$83.5K	0.38%	53
2023 Q2	$492K	Buy	+15,919	New	+$487K	0.33%	56

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 $1.78B AUM 13.62% 1-Year Est. Return

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

Investmark Advisory Group's PFF Position: Q1 2026 in Review

Investmark Advisory Group sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2026, closing a stake of 8,297 shares — an estimated $257K sold.

Investmark Advisory Group first reported a position in PFF in Q2 2023 and held it in 11 quarters. The position peaked at $655K in Q1 2024. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Investmark Advisory Group reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2026 after selling out during the quarter.
Investmark Advisory Group sold 8,297 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $257K.
Investmark Advisory Group first reported a position in iShares Preferred and Income Securities ETF in Q2 2023 and held it in 11 quarters.
Investmark Advisory Group's iShares Preferred and Income Securities ETF position peaked at $655K in Q1 2024.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.