Pinnacle Wealth Planning Services’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Pinnacle Wealth Planning 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 Q1	$79.3K	Sell	2,616 -161	-6%	-$5.04K	0.01%	932
2025 Q4	$86K	Sell	2,777 -7,945	-74%	-$247K	0.01%	863
2025 Q3	$339K	Buy	+10,722	New	+$337K	0.04%	283
2021 Q1	–	Sell	-480	Closed	-$18K	–	1498
2020 Q4	$18K	Buy	+480	New	+$17.9K	﹤0.01%	1199

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

Pinnacle Wealth Planning Services's PFF Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its iShares Preferred and Income Securities ETF (PFF) stake by 5.8% in Q1 2026, selling an estimated $5.04K and leaving 2,616 shares worth $79.3K. The position accounts for 0.01% of the portfolio, ranked #932.

Pinnacle Wealth Planning Services first reported a position in PFF in Q4 2020 and has held it in 4 quarters since. The position peaked at $339K in Q3 2025. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Pinnacle Wealth Planning Services held 2,616 shares of iShares Preferred and Income Securities ETF worth $79.3K as of Q1 2026.
Pinnacle Wealth Planning Services sold 161 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $5.04K.
iShares Preferred and Income Securities ETF made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #932 holding.
Pinnacle Wealth Planning Services first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and has held it in 4 quarters since.
Pinnacle Wealth Planning Services's iShares Preferred and Income Securities ETF position peaked at $339K in Q3 2025.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.