Kerntke Otto McGlone Wealth Management Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Kerntke Otto McGlone Wealth Management 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 Q2	$1.33M	Buy	43,473 +8,205	+23%	+$256K	0.8%	24
2026 Q1	$1.07M	Buy	35,268 +7,166	+25%	+$224K	0.73%	27
2025 Q4	$870K	Buy	28,102 +3,071	+12%	+$95.6K	0.62%	33
2025 Q3	$791K	Sell	25,031 -9,307	-27%	-$293K	0.6%	32
2025 Q2	$1.05M	Buy	34,338 +16,808	+96%	+$506K	0.83%	23
2025 Q1	$539K	Buy	+17,530	New	+$553K	0.47%	39
2024 Q4	–	Sell	-10,210	Closed	-$339K	–	79
2024 Q3	$339K	Sell	10,210 -4,347	-30%	-$140K	0.28%	54
2024 Q2	$459K	Sell	14,557 -7,687	-35%	-$242K	0.43%	37
2024 Q1	$717K	Sell	22,244 -9,274	-29%	-$296K	0.71%	27
2023 Q4	$983K	Sell	31,518 -54,816	-63%	-$1.64M	0.98%	24
2023 Q3	$2.6M	Buy	86,334 +1,385	+2%	+$42.3K	2.68%	13
2023 Q2	$2.63M	Buy	84,949 +3,174	+4%	+$97.1K	2.57%	14
2023 Q1	$2.55M	Buy	81,775 +2,039	+3%	+$65.5K	2.63%	14
2022 Q4	$2.43M	Buy	79,736 +826	+1%	+$25.7K	2.8%	9
2022 Q3	$2.5M	Buy	78,910 +659	+0.8%	+$22.1K	3.76%	9
2022 Q2	$2.57M	Buy	+78,251	New	+$2.65M	3.84%	8
2022 Q1	–	Sell	-138,084	Closed	-$5.45M	–	59
2021 Q4	$5.45M	Buy	+138,084	New	+$5.37M	6.63%	3
2021 Q3	–	Sell	-141,201	Closed	-$5.55M	–	105
2021 Q2	$5.55M	Sell	141,201 -750	-0.5%	-$29.1K	2.22%	14
2021 Q1	$5.45M	Buy	141,951 +920	+0.7%	+$34.9K	2.86%	10
2020 Q4	$5.43M	Buy	141,031 +1,294	+0.9%	+$48.4K	3.21%	8
2020 Q3	$5.09M	Buy	139,737 +3,724	+3%	+$134K	3.74%	5
2020 Q2	$4.71M	Sell	136,013 -16,841	-11%	-$574K	4.3%	4
2020 Q1	$4.87M	Sell	152,854 -32,061	-17%	-$1.15M	5.45%	3
2019 Q4	$6.95M	Buy	+184,915	New	+$6.9M	5.87%	2

Other funds holding PFF

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

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

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's PFF Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group increased its iShares Preferred and Income Securities ETF (PFF) stake by 23% in Q2 2026, buying an estimated $256K and bringing the position to 43,473 shares worth $1.33M. The position accounts for 0.8% of the portfolio, ranked #24.

Kerntke Otto McGlone Wealth Management Group first reported a position in PFF in Q4 2019 and has held it in 24 quarters since. The position peaked at $6.95M in Q4 2019. 274 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Kerntke Otto McGlone Wealth Management Group held 43,473 shares of iShares Preferred and Income Securities ETF worth $1.33M as of Q2 2026.
Kerntke Otto McGlone Wealth Management Group bought 8,205 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $256K.
iShares Preferred and Income Securities ETF made up 0.8% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #24 holding.
Kerntke Otto McGlone Wealth Management Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and has held it in 24 quarters since.
Kerntke Otto McGlone Wealth Management Group's iShares Preferred and Income Securities ETF position peaked at $6.95M in Q4 2019.
274 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.