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 Q3	–	Sell	-6,874	Closed	-$210K	–	1154
2026 Q2	$210K	Sell	6,874 -457	-6%	-$14.2K	0.01%	953
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	+$5.86K	﹤0.01%	445

Other funds holding PFF

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Krilogy Financial's PFF Position: Q3 2026 in Review

Krilogy Financial sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2026, closing a stake of 6,874 shares — an estimated $210K sold.

Krilogy Financial first reported a position in PFF in Q3 2015 and held it in 19 quarters. The position peaked at $435K in Q2 2023. 294 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

Krilogy Financial reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2026 after selling out during the quarter.
Krilogy Financial sold 6,874 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $210K.
Krilogy Financial first reported a position in iShares Preferred and Income Securities ETF in Q3 2015 and held it in 19 quarters.
Krilogy Financial's iShares Preferred and Income Securities ETF position peaked at $435K in Q2 2023.
294 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.