Northstar Advisory Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Northstar Advisory Group’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	$803K	Buy	26,331 +17	+0.1%	+$530	0.25%	65
2026 Q1	$798K	Sell	26,314 -5,926	-18%	-$186K	0.3%	61
2025 Q4	$998K	Sell	32,240 -813	-2%	-$25.3K	0.35%	61
2025 Q3	$1.05M	Buy	33,053 +1,019	+3%	+$32K	0.43%	57
2025 Q2	$983K	Buy	32,034 +179	+0.6%	+$5.39K	0.48%	47
2025 Q1	$979K	Sell	31,855 -106	-0.3%	-$3.34K	0.64%	40
2024 Q4	$1M	Sell	31,961 -66	-0.2%	-$2.15K	0.51%	43
2024 Q3	$1.06M	Sell	32,027 -317	-1%	-$10.2K	0.55%	48
2024 Q2	$1.02M	Sell	32,344 -15	-0%	-$472	0.59%	42
2024 Q1	$1.02M	Buy	32,359 +2,505	+8%	+$79.9K	0.61%	39
2023 Q4	$931K	Buy	29,854 +522	+2%	+$15.6K	0.55%	41
2023 Q3	$884K	Sell	29,332 -2,409	-8%	-$73.6K	0.64%	34
2023 Q2	$982K	Hold	31,741	–	–	0.64%	40
2023 Q1	$991K	Sell	31,741 -1,134	-3%	-$36.4K	0.74%	33
2022 Q4	$1M	Sell	32,875 -116	-0.4%	-$3.61K	0.79%	28
2022 Q3	$1.04M	Sell	32,991 -49	-0.1%	-$1.64K	0.94%	22
2022 Q2	$1.09M	Sell	33,040 -1,000	-3%	-$33.8K	0.81%	17
2022 Q1	$1.24M	Sell	34,040 -499	-1%	-$18.3K	0.8%	32
2021 Q4	$1.36M	Buy	+34,539	New	+$1.34M	0.81%	28
2021 Q3	–	Sell	-35,197	Closed	-$1.38M	–	100
2021 Q2	$1.38M	Buy	35,197 +1,250	+4%	+$48.4K	0.87%	37
2021 Q1	$1.3M	Sell	33,947 -1,436	-4%	-$54.5K	1%	33
2020 Q4	$1.36M	Buy	+35,383	New	+$1.32M	1.14%	21

Other funds holding PFF

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Northstar Advisory Group's PFF Position: Q2 2026 in Review

Northstar Advisory Group increased its iShares Preferred and Income Securities ETF (PFF) stake by 0.06% in Q2 2026, buying an estimated $530 and bringing the position to 26,331 shares worth $803K. The position accounts for 0.25% of the portfolio, ranked #65.

Northstar Advisory Group first reported a position in PFF in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.38M in Q2 2021. 456 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Northstar Advisory Group held 26,331 shares of iShares Preferred and Income Securities ETF worth $803K as of Q2 2026.
Northstar Advisory Group bought 17 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $530.
iShares Preferred and Income Securities ETF made up 0.25% of Northstar Advisory Group's portfolio in Q2 2026, its #65 holding.
Northstar Advisory Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and has held it in 22 quarters since.
Northstar Advisory Group's iShares Preferred and Income Securities ETF position peaked at $1.38M in Q2 2021.
456 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.