Laurel Wealth Advisors (North Carolina)’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	$216K	Hold	7,090	–	–	0.02%	195
2026 Q1	$225K	Sell	7,090 -200	-3%	-$6.26K	0.02%	185
2025 Q4	$226K	Buy	+7,290	New	+$227K	0.03%	184
2025 Q3	–	Sell	-7,885	Closed	-$242K	–	181
2025 Q2	$242K	Buy	7,885 +600	+8%	+$18.1K	0.04%	179
2025 Q1	$224K	Hold	7,285	–	–	0.04%	168
2024 Q4	$229K	Hold	7,285	–	–	0.04%	171
2024 Q3	$242K	Sell	7,285 -1,300	-15%	-$41.8K	0.04%	164
2024 Q2	$271K	Hold	8,585	–	–	0.05%	153
2024 Q1	$277K	Hold	8,585	–	–	0.05%	152
2023 Q4	$268K	Hold	8,585	–	–	0.05%	151
2023 Q3	$259K	Sell	8,585 -200	-2%	-$6.11K	0.05%	150
2023 Q2	$272K	Sell	8,785 -200	-2%	-$6.12K	0.05%	145
2023 Q1	$281K	Sell	8,985 -4,215	-32%	-$135K	0.06%	143
2022 Q4	$403K	Sell	13,200 -1,840	-12%	-$57.2K	0.09%	124
2022 Q3	$476K	Sell	15,040 -2,950	-16%	-$98.9K	0.12%	116
2022 Q2	$592K	Sell	17,990 -37,575	-68%	-$1.27M	0.14%	106
2022 Q1	$2.02M	Sell	55,565 -2,160	-4%	-$79.4K	0.43%	63
2021 Q4	$2.28M	Buy	57,725 +600	+1%	+$23.3K	0.47%	61
2021 Q3	$2.22M	Buy	57,125 +5,215	+10%	+$205K	0.49%	57
2021 Q2	$2.04M	Buy	51,910 +4,520	+10%	+$175K	0.44%	60
2021 Q1	$1.82M	Buy	47,390 +8,630	+22%	+$327K	0.44%	62
2020 Q4	$1.49M	Buy	38,760 +19,975	+106%	+$746K	0.39%	67
2020 Q3	$685K	Buy	+18,785	New	+$676K	0.2%	88
2020 Q2	–	Sell	-70	Closed	-$2.38K	–	529
2020 Q1	$2K	Sell	70 -600	-90%	-$21.5K	﹤0.01%	477
2019 Q4	$25K	Hold	670	–	–	0.01%	308
2019 Q3	$25K	Hold	670	–	–	0.01%	301
2019 Q2	$25K	Sell	670 -30	-4%	-$1.1K	0.01%	301
2019 Q1	$26K	Buy	700 +300	+75%	+$10.8K	0.01%	287
2018 Q4	$14K	Buy	+400	New	+$14.2K	0.01%	324

Other funds holding PFF

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s PFF Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 7,090 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #195.

Laurel Wealth Advisors (North Carolina) first reported a position in PFF in Q4 2018 and has held it in 29 quarters since. The position peaked at $2.28M in Q4 2021. 178 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Laurel Wealth Advisors (North Carolina) held 7,090 shares of iShares Preferred and Income Securities ETF worth $216K as of Q2 2026.
Laurel Wealth Advisors (North Carolina) left its iShares Preferred and Income Securities ETF share count unchanged in Q2 2026.
iShares Preferred and Income Securities ETF made up 0.02% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #195 holding.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares Preferred and Income Securities ETF in Q4 2018 and has held it in 29 quarters since.
Laurel Wealth Advisors (North Carolina)'s iShares Preferred and Income Securities ETF position peaked at $2.28M in Q4 2021.
178 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.