Millennium Capital Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Millennium Capital Advisors’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	–	Sell	-6,632	Closed	-$205K	–	139
2025 Q4	$205K	Hold	6,632	–	–	0.12%	122
2025 Q3	$210K	Sell	6,632 -103	-2%	-$3.24K	0.13%	128
2025 Q2	$207K	Sell	6,735 -90	-1%	-$2.71K	0.14%	118
2025 Q1	$210K	Sell	6,825 -575	-8%	-$18.1K	0.15%	108
2024 Q4	$233K	Buy	7,400 +95	+1%	+$3.1K	0.16%	100
2024 Q3	$243K	Hold	7,305	–	–	0.16%	105
2024 Q2	$230K	Sell	7,305 -48	-0.7%	-$1.51K	0.15%	108
2024 Q1	$237K	Buy	7,353 +51	+0.7%	+$1.63K	0.17%	106
2023 Q4	$228K	Sell	7,302 -56	-0.8%	-$1.67K	0.17%	109
2023 Q3	$222K	Sell	7,358 -392	-5%	-$12K	0.19%	98
2023 Q2	$240K	Sell	7,750 -195	-2%	-$5.97K	0.2%	96
2023 Q1	$248K	Sell	7,945 -200	-2%	-$6.42K	0.22%	85
2022 Q4	$249K	Sell	8,145 -930	-10%	-$28.9K	0.25%	81
2022 Q3	$287K	Sell	9,075 -250	-3%	-$8.38K	0.3%	67
2022 Q2	$307K	Sell	9,325 -450	-5%	-$15.2K	0.3%	66
2022 Q1	$356K	Sell	9,775 -400	-4%	-$14.7K	0.29%	62
2021 Q4	$401K	Buy	+10,175	New	+$395K	0.31%	60

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Capital Advisors's PFF Position: Q1 2026 in Review

Millennium Capital Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2026, closing a stake of 6,632 shares — an estimated $205K sold.

Millennium Capital Advisors first reported a position in PFF in Q4 2021 and held it in 17 quarters. The position peaked at $401K in Q4 2021. 972 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Millennium Capital Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2026 after selling out during the quarter.
Millennium Capital Advisors sold 6,632 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $205K.
Millennium Capital Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and held it in 17 quarters.
Millennium Capital Advisors's iShares Preferred and Income Securities ETF position peaked at $401K in Q4 2021.
972 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Millennium Capital Advisors's 13F filing for Q1 2026, filed 12 May 2026.