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Money Concepts Capital’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Money Concepts Capital’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 		$1.4M Buy
46,287
+7,857
+20% +$246K 0.08% 231
2025
Q4 		$1.19M Sell
38,430
-5,841
-13% -$182K 0.07% 250
2025
Q3 		$1.4M Buy
44,271
+1,498
+4% +$47.1K 0.09% 211
2025
Q2 		$1.31M Sell
42,773
-3,450
-7% -$104K 0.09% 209
2025
Q1 		$1.42M Buy
46,223
+331
+0.7% +$10.4K 0.11% 182
2024
Q4 		$1.44M Sell
45,892
-2,143
-4% -$70K 0.11% 172
2024
Q3 		$1.6M Buy
48,035
+593
+1% +$19.1K 0.12% 161
2024
Q2 		$1.5M Buy
47,442
+1,829
+4% +$57.6K 0.13% 167
2024
Q1 		$1.47M Buy
45,613
+4,004
+10% +$128K 0.14% 177
2023
Q4 		$1.3M Buy
41,609
+1,323
+3% +$39.5K 0.12% 181
2023
Q3 		$1.37M Buy
40,286
+1,322
+3% +$40.4K 0.14% 164
2023
Q2 		$1.21M Sell
38,964
-77,039
-66% -$2.36M 0.12% 185
2023
Q1 		$3.97M Buy
116,003
+34,591
+42% +$1.11M 0.22% 90
2022
Q4 		$2.49M Buy
81,412
+43,377
+114% +$1.35M 0.11% 165
2022
Q3 		$1.21M Buy
38,035
+204
+0.5% +$6.84K 0.07% 212
2022
Q2 		$1.25M Sell
37,831
-48,718
-56% -$1.65M 0.11% 186
2022
Q1 		$3.15M Buy
86,549
+49,733
+135% +$1.83M 0.18% 121
2021
Q4 		$1.45M Buy
+36,816
New +$1.43M 0.12% 163
2021
Q1 		$1.45M Sell
37,646
-18
-0% -$683 0.12% 180
2020
Q4 		$1.45M Buy
+37,664
New +$1.41M 0.13% 153

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Money Concepts Capital's PFF Position: Q1 2026 in Review

Money Concepts Capital increased its iShares Preferred and Income Securities ETF (PFF) stake by 20% in Q1 2026, buying an estimated $246K and bringing the position to 46,287 shares worth $1.4M. The position accounts for 0.08% of the portfolio, ranked #231.

Money Concepts Capital first reported a position in PFF in Q4 2020 and has held it in 20 quarters since. The position peaked at $3.97M in Q1 2023. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • Money Concepts Capital held 46,287 shares of iShares Preferred and Income Securities ETF worth $1.4M as of Q1 2026.
  • Money Concepts Capital bought 7,857 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $246K.
  • iShares Preferred and Income Securities ETF made up 0.08% of Money Concepts Capital's portfolio in Q1 2026, its #231 holding.
  • Money Concepts Capital first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and has held it in 20 quarters since.
  • Money Concepts Capital's iShares Preferred and Income Securities ETF position peaked at $3.97M in Q1 2023.
  • 965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.