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Capstone Wealth Management Group, Inc.’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Capstone Wealth Management Group, Inc.’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 		$2.16M Buy
+70,806
New +$2.21M 1.3% 24

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GT
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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Capstone Wealth Management Group, Inc.'s PFF Position: Q2 2026 in Review

Capstone Wealth Management Group, Inc. opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q2 2026: 70,806 shares worth $2.16M. The stake represents 1.3% of the portfolio and ranks #24 among its holdings.

384 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Capstone Wealth Management Group, Inc. held 70,806 shares of iShares Preferred and Income Securities ETF worth $2.16M as of Q2 2026.
  • iShares Preferred and Income Securities ETF was a new Capstone Wealth Management Group, Inc. position in Q2 2026.
  • iShares Preferred and Income Securities ETF made up 1.3% of Capstone Wealth Management Group, Inc.'s portfolio in Q2 2026, its #24 holding.
  • 384 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Capstone Wealth Management Group, Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.