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

New Insight 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 Q1	–	Sell	-7,645	Closed	-$237K	–	112
2025 Q4	$237K	Hold	7,645	–	–	0.08%	99
2025 Q3	$242K	Sell	7,645 -1,120	-13%	-$35.2K	0.09%	100
2025 Q2	$269K	Buy	8,765 +1,359	+18%	+$40.9K	0.11%	92
2025 Q1	$228K	Sell	7,406 -150	-2%	-$4.73K	0.1%	90
2024 Q4	$238K	Sell	7,556 -800	-10%	-$26.1K	0.12%	81
2024 Q3	$278K	Sell	8,356 -776	-8%	-$25K	0.15%	69
2024 Q2	$288K	Sell	9,132 -825	-8%	-$26K	0.17%	62
2024 Q1	$321K	Sell	9,957 -560	-5%	-$17.9K	0.2%	58
2023 Q4	$328K	Buy	+10,517	New	+$314K	0.22%	60

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 $1.78B AUM 13.62% 1-Year Est. Return

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

New Insight Wealth Advisors's PFF Position: Q1 2026 in Review

New Insight Wealth Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2026, closing a stake of 7,645 shares — an estimated $237K sold.

New Insight Wealth Advisors first reported a position in PFF in Q4 2023 and held it in 9 quarters. The position peaked at $328K in Q4 2023. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

New Insight Wealth Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2026 after selling out during the quarter.
New Insight Wealth Advisors sold 7,645 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $237K.
New Insight Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and held it in 9 quarters.
New Insight Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $328K in Q4 2023.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.