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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Moneta Group Investment Advisors's PFF Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its iShares Preferred and Income Securities ETF (PFF) stake by 22% in Q1 2026, selling an estimated $61K and leaving 6,913 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Moneta Group Investment Advisors first reported a position in PFF in Q3 2016 and has held it in 28 quarters since. The position peaked at $2.23M in Q4 2019. 966 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Moneta Group Investment Advisors held 6,913 shares of iShares Preferred and Income Securities ETF worth $210K as of Q1 2026.
Moneta Group Investment Advisors sold 1,948 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $61K.
iShares Preferred and Income Securities ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #756 holding.
Moneta Group Investment Advisors first reported a position in iShares Preferred and Income Securities ETF in Q3 2016 and has held it in 28 quarters since.
Moneta Group Investment Advisors's iShares Preferred and Income Securities ETF position peaked at $2.23M in Q4 2019.
966 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.