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Legacy Capital Wealth Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Legacy Capital Wealth Partners’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 		$2.61M Buy
85,513
+4,585
+6% +$143K 0.5% 36
2026
Q1 		$2.45M Buy
80,928
+9,738
+14% +$305K 0.51% 31
2025
Q4 		$2.2M Buy
71,190
+5,127
+8% +$160K 0.47% 34
2025
Q3 		$2.09M Buy
66,063
+2,589
+4% +$81.4K 0.45% 38
2025
Q2 		$1.95M Buy
63,474
+2,256
+4% +$67.9K 0.44% 37
2025
Q1 		$1.88M Sell
61,218
-4,680
-7% -$148K 0.46% 32
2024
Q4 		$2.07M Sell
65,898
-4,452
-6% -$145K 0.51% 27
2024
Q3 		$2.34M Buy
70,350
+2,815
+4% +$90.6K 0.47% 40
2024
Q2 		$2.13M Buy
+67,535
New +$2.13M 0.54% 27
2024
Q1 		– Sell
-71,559
Closed -$2.23M – 274
2023
Q4 		$2.23M Sell
71,559
-9,950
-12% -$297K 0.63% 31
2023
Q3 		$2.46M Buy
81,509
+69,991
+608% +$2.14M 0.67% 25
2023
Q2 		$356K Sell
11,518
-64,486
-85% -$1.97M 0.3% 35
2023
Q1 		$2.37M Buy
76,004
+974
+1% +$31.3K 0.65% 32
2022
Q4 		$2.29M Buy
75,030
+4,181
+6% +$130K 1.09% 25
2022
Q3 		$2.24M Buy
70,849
+724
+1% +$24.3K 1.19% 27
2022
Q2 		$2.31M Buy
70,125
+7,239
+12% +$245K 1.16% 27
2022
Q1 		$2.29M Sell
62,886
-1,010
-2% -$37.1K 0.98% 28
2021
Q4 		$2.41M Buy
63,896
+4,804
+8% +$187K 0.99% 20
2021
Q3 		$4.6M Buy
+59,092
New +$2.32M 1.8% 18
2021
Q2 		– Sell
-60,077
Closed -$2.31M – 62
2021
Q1 		$2.31M Buy
60,077
+248
+0.4% +$9.41K 0.95% 24
2020
Q4 		$2.3M Buy
+59,829
New +$2.24M 0.99% 23

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Legacy Capital Wealth Partners's PFF Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its iShares Preferred and Income Securities ETF (PFF) stake by 5.7% in Q2 2026, buying an estimated $143K and bringing the position to 85,513 shares worth $2.61M. The position accounts for 0.5% of the portfolio, ranked #36.

Legacy Capital Wealth Partners first reported a position in PFF in Q4 2020 and has held it in 21 quarters since. The position peaked at $4.6M in Q3 2021. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Legacy Capital Wealth Partners held 85,513 shares of iShares Preferred and Income Securities ETF worth $2.61M as of Q2 2026.
  • Legacy Capital Wealth Partners bought 4,585 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $143K.
  • iShares Preferred and Income Securities ETF made up 0.5% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #36 holding.
  • Legacy Capital Wealth Partners first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and has held it in 21 quarters since.
  • Legacy Capital Wealth Partners's iShares Preferred and Income Securities ETF position peaked at $4.6M in Q3 2021.
  • 964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.