Krilogy Financial’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Krilogy Financial’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	$230K	Buy	7,331 +1,046	+17%	+$32.8K	0.01%	842
2025 Q4	$200K	Buy	+6,285	New	+$196K	0.01%	880
2024 Q1	–	Sell	-10,059	Closed	-$314K	–	229
2023 Q4	$314K	Sell	10,059 -3,127	-24%	-$93.4K	0.03%	190
2023 Q3	$398K	Sell	13,186 -868	-6%	-$26.5K	0.04%	190
2023 Q2	$435K	Buy	14,054 +4,214	+43%	+$129K	0.04%	186
2023 Q1	$307K	Buy	9,840 +3,145	+47%	+$101K	0.03%	331
2022 Q4	$204K	Buy	+6,695	New	+$208K	0.02%	363
2018 Q4	–	Sell	-2,180	Closed	-$81K	–	518
2018 Q3	$81K	Buy	+2,180	New	+$81.8K	0.02%	249
2018 Q2	–	Sell	-2,168	Closed	-$81K	–	493
2018 Q1	$81K	Sell	2,168 -10	-0.5%	-$375	0.02%	263
2017 Q4	$83K	Sell	2,178 -293	-12%	-$11.2K	0.02%	256
2017 Q3	$96K	Sell	2,471 -1,294	-34%	-$50.4K	0.02%	254
2017 Q2	$147K	Sell	3,765 -160	-4%	-$6.23K	0.04%	168
2017 Q1	$146K	Hold	3,925	–	–	0.05%	158
2016 Q4	$146K	Buy	3,925 +308	+9%	+$11.7K	0.05%	158
2016 Q3	$143K	Buy	3,617 +3,075	+567%	+$123K	0.05%	166
2016 Q2	$22K	Buy	542 +392	+261%	+$15.4K	0.01%	428
2016 Q1	$6K	Buy	+150	New	+$5.73K	﹤0.01%	524
2015 Q4	–	Sell	-150	Closed	-$6K	–	552
2015 Q3	$6K	Buy	+150	New	+$5.87K	﹤0.01%	445

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Krilogy Financial's PFF Position: Q1 2026 in Review

Krilogy Financial increased its iShares Preferred and Income Securities ETF (PFF) stake by 17% in Q1 2026, buying an estimated $32.8K and bringing the position to 7,331 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #842.

Krilogy Financial first reported a position in PFF in Q3 2015 and has held it in 18 quarters since. The position peaked at $435K in Q2 2023. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Krilogy Financial held 7,331 shares of iShares Preferred and Income Securities ETF worth $230K as of Q1 2026.
Krilogy Financial bought 1,046 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $32.8K.
iShares Preferred and Income Securities ETF made up 0.01% of Krilogy Financial's portfolio in Q1 2026, its #842 holding.
Krilogy Financial first reported a position in iShares Preferred and Income Securities ETF in Q3 2015 and has held it in 18 quarters since.
Krilogy Financial's iShares Preferred and Income Securities ETF position peaked at $435K in Q2 2023.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.