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

MKT 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 Q3	–	Sell	-7,587	Closed	-$231K	–	155
2026 Q2	$231K	Sell	7,587 -63	-0.8%	-$1.96K	0.07%	144
2026 Q1	$233K	Sell	7,650 -1,050	-12%	-$32.9K	0.08%	145
2025 Q4	$273K	Sell	8,700 -300	-3%	-$9.34K	0.09%	131
2025 Q3	$286K	Hold	9,000	–	–	0.11%	129
2025 Q2	$276K	Sell	9,000 -200	-2%	-$6.02K	0.11%	132
2025 Q1	$268K	Hold	9,200	–	–	0.13%	117
2024 Q4	$292K	Sell	9,200 -2,900	-24%	-$94.7K	0.13%	112
2024 Q3	$403K	Sell	12,100 -1,199	-9%	-$38.6K	0.19%	85
2024 Q2	$417K	Sell	13,299 -1	-0%	-$31	0.21%	75
2024 Q1	$419K	Hold	13,300	–	–	0.23%	76
2023 Q4	$414K	Sell	13,300 -150	-1%	-$4.48K	0.27%	77
2023 Q3	$398K	Hold	13,450	–	–	0.3%	69
2023 Q2	$417K	Sell	13,450 -356	-3%	-$10.9K	0.29%	67
2023 Q1	$427K	Buy	13,806 +4	+0%	+$128	0.32%	65
2022 Q4	$446K	Sell	13,802 -841	-6%	-$26.2K	0.34%	61
2022 Q3	$464K	Buy	14,643 +3	+0%	+$101	0.4%	58
2022 Q2	$486K	Sell	14,640 -298	-2%	-$10.1K	0.38%	59
2022 Q1	$488K	Sell	14,938 -895	-6%	-$32.9K	0.37%	60
2021 Q4	$592K	Buy	+15,833	New	+$615K	0.46%	45

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

MKT Advisors's PFF Position: Q3 2026 in Review

MKT Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2026, closing a stake of 7,587 shares — an estimated $231K sold.

MKT Advisors first reported a position in PFF in Q4 2021 and held it in 19 quarters. The position peaked at $592K in Q4 2021. 302 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

MKT Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2026 after selling out during the quarter.
MKT Advisors sold 7,587 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $231K.
MKT Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and held it in 19 quarters.
MKT Advisors's iShares Preferred and Income Securities ETF position peaked at $592K in Q4 2021.
302 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on MKT Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.