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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.28M Buy
140,447
+21,992
+19% +$685K 0.23% 27
2026
Q1
$3.59M Sell
118,455
-727
-0.6% -$22.8K 0.22% 28
2025
Q4
$3.69M Buy
119,182
+4,135
+4% +$129K 0.22% 26
2025
Q3
$3.64M Buy
115,047
+7,775
+7% +$244K 0.23% 28
2025
Q2
$3.29M Buy
107,272
+26,863
+33% +$809K 0.23% 29
2025
Q1
$2.47M Sell
80,409
-2,445
-3% -$77.1K 0.2% 31
2024
Q4
$2.6M Buy
82,854
+3,127
+4% +$102K 0.2% 26
2024
Q3
$2.65M Buy
79,727
+937
+1% +$30.2K 0.21% 28
2024
Q2
$2.49M Buy
78,790
+1,360
+2% +$42.8K 0.21% 28
2024
Q1
$2.5M Buy
77,430
+2,134
+3% +$68K 0.22% 28
2023
Q4
$2.35M Buy
75,296
+1,574
+2% +$47K 0.23% 29
2023
Q3
$2.22M Buy
73,722
+25,359
+52% +$775K 0.24% 32
2023
Q2
$1.5M Buy
+48,363
New +$1.48M 0.16% 35

Other funds holding PFF

Invictus Private Wealth's PFF Position: Q2 2026 in Review

Invictus Private Wealth increased its iShares Preferred and Income Securities ETF (PFF) stake by 19% in Q2 2026, buying an estimated $685K and bringing the position to 140,447 shares worth $4.28M. The position accounts for 0.23% of the portfolio, ranked #27.

Invictus Private Wealth first reported a position in PFF in Q2 2023 and has held it in 13 quarters since. 971 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Invictus Private Wealth held 140,447 shares of iShares Preferred and Income Securities ETF worth $4.28M as of Q2 2026.
  • Invictus Private Wealth bought 21,992 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $685K.
  • iShares Preferred and Income Securities ETF made up 0.23% of Invictus Private Wealth's portfolio in Q2 2026, its #27 holding.
  • Invictus Private Wealth first reported a position in iShares Preferred and Income Securities ETF in Q2 2023 and has held it in 13 quarters since.
  • 971 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Invictus Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.