Primoris Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
Other funds holding PFF
FIB
Primoris Wealth Advisors's PFF Position: Q2 2026 in Review
Primoris Wealth Advisors reduced its iShares Preferred and Income Securities ETF (PFF) stake by 2.5% in Q2 2026, selling an estimated $29.3K and leaving 37,046 shares worth $1.13M. The position accounts for 0.52% of the portfolio, ranked #47.
Primoris Wealth Advisors first reported a position in PFF in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.49M in Q3 2024. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.
- Primoris Wealth Advisors held 37,046 shares of iShares Preferred and Income Securities ETF worth $1.13M as of Q2 2026.
- Primoris Wealth Advisors sold 940 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $29.3K.
- iShares Preferred and Income Securities ETF made up 0.52% of Primoris Wealth Advisors's portfolio in Q2 2026, its #47 holding.
- Primoris Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 12 quarters since.
- Primoris Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $1.49M in Q3 2024.
- 964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.
Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.