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Oak Harvest Investment Services’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Oak Harvest Investment Services’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 		– Sell
-370,881
Closed -$11.2M – 191
2026
Q1 		$11.2M Buy
370,881
+27,878
+8% +$873K 1.17% 25
2025
Q4 		$10.6M Buy
343,003
+13,032
+4% +$406K 1.16% 24
2025
Q3 		$10.4M Buy
329,971
+13,317
+4% +$419K 1.22% 24
2025
Q2 		$9.71M Buy
316,654
+11,767
+4% +$354K 1.22% 25
2025
Q1 		$9.37M Buy
+304,887
New +$9.61M 1.31% 24

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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 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
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
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $472M AUM

Oak Harvest Investment Services's PFF Position: Q2 2026 in Review

Oak Harvest Investment Services sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2026, closing a stake of 370,881 shares — an estimated $11.2M sold.

Oak Harvest Investment Services first reported a position in PFF in Q1 2025 and held it in 5 quarters. The position peaked at $11.2M in Q1 2026. 322 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Oak Harvest Investment Services reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2026 after selling out during the quarter.
  • Oak Harvest Investment Services sold 370,881 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $11.2M.
  • Oak Harvest Investment Services first reported a position in iShares Preferred and Income Securities ETF in Q1 2025 and held it in 5 quarters.
  • Oak Harvest Investment Services's iShares Preferred and Income Securities ETF position peaked at $11.2M in Q1 2026.
  • 322 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.