Kingswood Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
Other funds holding PFF
FIB
Kingswood Wealth Advisors's PFF Position: Q2 2026 in Review
Kingswood Wealth Advisors reduced its iShares Preferred and Income Securities ETF (PFF) stake by 3.3% in Q2 2026, selling an estimated $14.1K and leaving 13,251 shares worth $404K. The position accounts for 0.02% of the portfolio, ranked #671.
Kingswood Wealth Advisors first reported a position in PFF in Q4 2023 and has held it in 11 quarters since. The position peaked at $807K in Q2 2024. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.
- Kingswood Wealth Advisors held 13,251 shares of iShares Preferred and Income Securities ETF worth $404K as of Q2 2026.
- Kingswood Wealth Advisors sold 453 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $14.1K.
- iShares Preferred and Income Securities ETF made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #671 holding.
- Kingswood Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and has held it in 11 quarters since.
- Kingswood Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $807K in Q2 2024.
- 964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.
Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.