Opus Investment Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Opus Investment Management’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	$3.35M	Buy	+109,725	New	+$3.42M	1.83%	17
2021 Q3	–	Sell	-27,558	Closed	-$1.08M	–	96
2021 Q2	$1.08M	Hold	27,558	–	–	0.16%	85
2021 Q1	$1.06M	Hold	27,558	–	–	0.15%	91
2020 Q4	$1.06M	Hold	27,558	–	–	0.17%	90
2020 Q3	$1M	Hold	27,558	–	–	0.19%	84
2020 Q2	$955K	Hold	27,558	–	–	0.19%	83
2020 Q1	$877K	Hold	27,558	–	–	0.18%	84
2019 Q4	$1.04M	Hold	27,558	–	–	0.17%	85
2019 Q3	$1.03M	Buy	+27,558	New	+$1.03M	0.18%	87
2019 Q2	–	Sell	-27,558	Closed	-$1.01M	–	94
2019 Q1	$1.01M	Buy	27,558 +2,283	+9%	+$82K	0.2%	80
2018 Q4	$865K	Buy	25,275 +7,268	+40%	+$257K	0.19%	81
2018 Q3	$669K	Buy	18,007 +6,720	+60%	+$252K	0.12%	84
2018 Q2	$426K	Buy	11,287 +6,699	+146%	+$250K	0.08%	90
2018 Q1	$172K	Buy	+4,588	New	+$172K	0.03%	91

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 22.96% 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

Opus Investment Management's PFF Position: Q2 2026 in Review

Opus Investment Management opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q2 2026: 109,725 shares worth $3.35M. The stake represents 1.83% of the portfolio and ranks #17 among its holdings. This is a return to the name: Opus Investment Management previously reported a position in PFF as recently as Q2 2021.

Opus Investment Management first reported a position in PFF in Q1 2018 and has held it in 14 quarters since. 972 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Opus Investment Management held 109,725 shares of iShares Preferred and Income Securities ETF worth $3.35M as of Q2 2026.
iShares Preferred and Income Securities ETF was a new Opus Investment Management position in Q2 2026.
iShares Preferred and Income Securities ETF made up 1.83% of Opus Investment Management's portfolio in Q2 2026, its #17 holding.
Opus Investment Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2018 and has held it in 14 quarters since.
972 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Opus Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.