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

NovaPoint 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 Q2	$284K	Buy	+9,325	New	+$290K	0.06%	131
2022 Q1	–	Sell	-5,342	Closed	-$211K	–	144
2021 Q4	$211K	Buy	5,342 +150	+3%	+$5.83K	0.08%	138
2021 Q3	$202K	Buy	5,192 +19	+0.4%	+$745	0.08%	126
2021 Q2	$203K	Buy	+5,173	New	+$200K	0.08%	117

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FIB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NovaPoint Capital's PFF Position: Q2 2026 in Review

NovaPoint Capital opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q2 2026: 9,325 shares worth $284K. The stake represents 0.06% of the portfolio and ranks #131 among its holdings. This is a return to the name: NovaPoint Capital previously reported a position in PFF as recently as Q4 2021.

NovaPoint Capital first reported a position in PFF in Q2 2021 and has held it in 4 quarters since. 975 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

NovaPoint Capital held 9,325 shares of iShares Preferred and Income Securities ETF worth $284K as of Q2 2026.
iShares Preferred and Income Securities ETF was a new NovaPoint Capital position in Q2 2026.
iShares Preferred and Income Securities ETF made up 0.06% of NovaPoint Capital's portfolio in Q2 2026, its #131 holding.
NovaPoint Capital first reported a position in iShares Preferred and Income Securities ETF in Q2 2021 and has held it in 4 quarters since.
975 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on NovaPoint Capital's 13F filing for Q2 2026, filed 6 Aug 2026.