New England Private Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

New England Private Wealth 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	$1.16M	Buy	38,464 +1,213	+3%	+$37.8K	0.11%	112
2026 Q1	$1.13M	Buy	37,251 +514	+1%	+$16.1K	0.13%	103
2025 Q4	$1.14M	Buy	36,737 +225	+0.6%	+$7.01K	0.14%	98
2025 Q3	$1.15M	Buy	36,512 +4,096	+13%	+$129K	0.15%	94
2025 Q2	$1.01M	Sell	32,416 -814	-2%	-$24.5K	0.15%	89
2025 Q1	$1.02M	Buy	33,230 +88	+0.3%	+$2.77K	0.16%	80
2024 Q4	$1.04M	Buy	33,142 +204	+0.6%	+$6.66K	0.17%	83
2024 Q3	$1.09M	Buy	32,938 +1,146	+4%	+$36.9K	0.18%	78
2024 Q2	$1M	Sell	31,792 -4,289	-12%	-$135K	0.18%	79
2024 Q1	$1.16M	Buy	36,081 +120	+0.3%	+$3.83K	0.2%	74
2023 Q4	$1.12M	Buy	35,961 +522	+1%	+$15.6K	0.21%	71
2023 Q3	$1.07M	Buy	35,439 +1,024	+3%	+$31.3K	0.22%	68
2023 Q2	$1.06M	Buy	34,415 +574	+2%	+$17.6K	0.22%	65
2023 Q1	$1.06M	Buy	33,841 +1,277	+4%	+$41K	0.21%	61
2022 Q4	$994K	Sell	32,564 -351	-1%	-$10.9K	0.21%	59
2022 Q3	$1.04M	Sell	32,915 -20,219	-38%	-$678K	0.24%	54
2022 Q2	$1.93M	Sell	53,134 -2	-0%	-$68	0.35%	46
2022 Q1	$1.93M	Sell	53,136 -31,247	-37%	-$1.15M	0.35%	46
2021 Q4	$2.06M	Buy	84,383 +32,742	+63%	+$1.27M	0.36%	44
2021 Q3	$2M	Buy	51,641 +4,700	+10%	+$184K	0.37%	44
2021 Q2	$1.85M	Buy	46,941 +1,708	+4%	+$66.2K	0.35%	43
2021 Q1	$1.74M	Buy	45,233 +10,898	+32%	+$413K	0.3%	49
2020 Q4	$1.32M	Buy	34,335 +9,840	+40%	+$368K	0.29%	48
2020 Q3	$892K	Sell	24,495 -2,523	-9%	-$90.8K	0.22%	53
2020 Q2	$932K	Buy	27,018 +44	+0.2%	+$1.5K	0.25%	48
2020 Q1	$857K	Sell	26,974 -750	-3%	-$26.9K	0.29%	45
2019 Q4	$1.04M	Buy	27,724 +1,401	+5%	+$52.3K	0.27%	46
2019 Q3	$988K	Buy	26,323 +1,693	+7%	+$63K	0.24%	55
2019 Q2	$907K	Sell	24,630 -688	-3%	-$25.2K	0.22%	63
2019 Q1	$925K	Sell	25,318 -18,480	-42%	-$664K	0.24%	58
2018 Q4	$1.5M	Sell	43,798 -11,391	-21%	-$403K	0.44%	40
2018 Q3	$2.05M	Buy	55,189 +97	+0.2%	+$3.64K	0.55%	38
2018 Q2	$2.08M	Buy	55,092 +3,017	+6%	+$112K	0.59%	37
2018 Q1	$1.96M	Buy	52,075 +12,657	+32%	+$475K	0.55%	39
2017 Q4	$1.5M	Buy	39,418 +3,544	+10%	+$136K	0.42%	45
2017 Q3	$1.39M	Buy	35,874 +26	+0.1%	+$1.01K	0.41%	46
2017 Q2	$1.4M	Buy	35,848 +130	+0.4%	+$5.06K	0.43%	44
2017 Q1	$1.38M	Buy	35,718 +10,014	+39%	+$383K	0.44%	44
2016 Q4	$958K	Sell	25,704 -12,176	-32%	-$463K	0.33%	51
2016 Q3	$1.5M	Buy	37,880 +16,513	+77%	+$659K	0.54%	42
2016 Q2	$852K	Buy	21,367 +5,904	+38%	+$231K	0.33%	53
2016 Q1	$604K	Buy	15,463 +4	+0%	+$153	0.25%	58
2015 Q4	$601K	Buy	+15,459	New	+$602K	0.24%	59

Other funds holding PFF

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

FIB

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

New England Private Wealth Advisors's PFF Position: Q2 2026 in Review

New England Private Wealth Advisors increased its iShares Preferred and Income Securities ETF (PFF) stake by 3.3% in Q2 2026, buying an estimated $37.8K and bringing the position to 38,464 shares worth $1.16M. The position accounts for 0.11% of the portfolio, ranked #112.

New England Private Wealth Advisors first reported a position in PFF in Q4 2015 and has held it in 43 quarters since. The position peaked at $2.08M in Q2 2018. 584 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

New England Private Wealth Advisors held 38,464 shares of iShares Preferred and Income Securities ETF worth $1.16M as of Q2 2026.
New England Private Wealth Advisors bought 1,213 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $37.8K.
iShares Preferred and Income Securities ETF made up 0.11% of New England Private Wealth Advisors's portfolio in Q2 2026, its #112 holding.
New England Private Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2015 and has held it in 43 quarters since.
New England Private Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $2.08M in Q2 2018.
584 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.