KFG Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

KFG Wealth Management’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	-8,423	Closed	-$261K	–	221
2025 Q4	$261K	Sell	8,423 -1,572	-16%	-$49K	0.03%	184
2025 Q3	$316K	Sell	9,995 -1,486	-13%	-$46.7K	0.05%	165
2025 Q2	$352K	Hold	11,481	–	–	0.06%	149
2025 Q1	$353K	Sell	11,481 -483	-4%	-$15.2K	0.06%	142
2024 Q4	$376K	Hold	11,964	–	–	0.07%	125
2024 Q3	$398K	Hold	11,964	–	–	0.09%	124
2024 Q2	$377K	Sell	11,964 -170	-1%	-$5.35K	0.15%	108
2024 Q1	$391K	Sell	12,134 -15	-0.1%	-$478	0.16%	105
2023 Q4	$379K	Buy	12,149 +453	+4%	+$13.5K	0.17%	94
2023 Q3	$353K	Buy	11,696 +1,786	+18%	+$54.6K	0.19%	93
2023 Q2	$307K	Hold	9,910	–	–	0.18%	87
2023 Q1	$311K	Buy	9,910 +620	+7%	+$19.9K	0.22%	59
2022 Q4	$284K	Buy	+9,290	New	+$289K	0.29%	57

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

KFG Wealth Management's PFF Position: Q1 2026 in Review

KFG Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2026, closing a stake of 8,423 shares — an estimated $261K sold.

KFG Wealth Management first reported a position in PFF in Q4 2022 and held it in 13 quarters. The position peaked at $398K in Q3 2024. 972 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

KFG Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2026 after selling out during the quarter.
KFG Wealth Management sold 8,423 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $261K.
KFG Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and held it in 13 quarters.
KFG Wealth Management's iShares Preferred and Income Securities ETF position peaked at $398K in Q3 2024.
972 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on KFG Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.