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Moneta Group Investment Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Moneta Group Investment 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
Q2 		– Sell
-6,913
Closed -$210K – 909
2026
Q1 		$210K Sell
6,913
-1,948
-22% -$61K ﹤0.01% 756
2025
Q4 		$274K Sell
8,861
-1,604
-15% -$50K ﹤0.01% 659
2025
Q3 		$331K Buy
+10,465
New +$329K ﹤0.01% 601
2025
Q2 		– Sell
-8,151
Closed -$250K – 721
2025
Q1 		$250K Sell
8,151
-1,078
-12% -$34K ﹤0.01% 568
2024
Q4 		$290K Buy
9,229
+158
+2% +$5.16K ﹤0.01% 538
2024
Q3 		$301K Buy
9,071
+1,356
+18% +$43.6K ﹤0.01% 518
2024
Q2 		$243K Buy
+7,715
New +$243K ﹤0.01% 536
2022
Q4 		– Sell
-12,188
Closed -$386K – 467
2022
Q3 		$386K Sell
12,188
-677
-5% -$22.7K 0.01% 306
2022
Q2 		$423K Buy
12,865
+839
+7% +$28.4K 0.01% 323
2022
Q1 		$438K Buy
12,026
+5
+0% +$184 0.02% 307
2021
Q4 		$474K Buy
12,021
+3,183
+36% +$124K 0.02% 301
2021
Q3 		$343K Sell
8,838
-4,128
-32% -$162K 0.02% 337
2021
Q2 		$510K Buy
12,966
+23
+0.2% +$891 0.02% 283
2021
Q1 		$497K Buy
12,943
+5,153
+66% +$195K 0.03% 263
2020
Q4 		$300K Buy
7,790
+26
+0.3% +$971 0.02% 255
2020
Q3 		$283K Sell
7,764
-6,757
-47% -$243K 0.02% 225
2020
Q2 		$503K Buy
14,521
+11
+0.1% +$375 0.05% 158
2020
Q1 		$462K Sell
14,510
-44,708
-75% -$1.6M 0.05% 156
2019
Q4 		$2.23M Buy
59,218
+12
+0% +$448 0.19% 76
2019
Q3 		$2.22M Buy
+59,206
New +$2.2M 0.21% 79
2018
Q3 		– Sell
-2,765
Closed -$104K – 329
2018
Q2 		$104K Sell
2,765
-96,276
-97% -$3.59M 0.01% 282
2018
Q1 		$104K Buy
99,041
+93,027
+1,547% +$3.49M 0.01% 244
2017
Q4 		$229K Sell
6,014
-300
-5% -$11.5K 0.03% 180
2017
Q3 		$245K Buy
6,314
+300
+5% +$11.7K 0.04% 174
2017
Q2 		$236K Hold
6,014
– – 0.04% 168
2017
Q1 		$233K Hold
6,014
– – 0.05% 142
2016
Q4 		$224K Hold
6,014
– – 0.05% 153
2016
Q3 		$238K Buy
+6,014
New +$240K 0.05% 123

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

Moneta Group Investment Advisors's PFF Position: Q2 2026 in Review

Moneta Group Investment Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2026, closing a stake of 6,913 shares — an estimated $210K sold.

Moneta Group Investment Advisors first reported a position in PFF in Q3 2016 and held it in 28 quarters. The position peaked at $2.23M in Q4 2019. 972 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Moneta Group Investment Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2026 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 6,913 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $210K.
  • Moneta Group Investment Advisors first reported a position in iShares Preferred and Income Securities ETF in Q3 2016 and held it in 28 quarters.
  • Moneta Group Investment Advisors's iShares Preferred and Income Securities ETF position peaked at $2.23M in Q4 2019.
  • 972 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.