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

Proficio Capital Partners’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	-103,625	Closed	-$3.14M	–	702
2026 Q1	$3.14M	Buy	103,625 +49,420	+91%	+$1.55M	0.17%	84
2025 Q4	$1.68M	Buy	+54,205	New	+$1.69M	0.12%	91
2025 Q3	–	Sell	-161,690	Closed	-$4.96M	–	374
2025 Q2	$4.96M	Buy	161,690 +140,755	+672%	+$4.24M	0.31%	66
2025 Q1	$643K	Sell	20,935 -4,215	-17%	-$133K	0.05%	177
2024 Q4	$791K	Sell	25,150 -1,580	-6%	-$51.6K	0.06%	129
2024 Q3	$888K	Sell	26,730 -6,780	-20%	-$218K	0.09%	105
2024 Q2	$1.06M	Buy	33,510 +14,305	+74%	+$450K	0.11%	101
2024 Q1	$619K	Buy	+19,205	New	+$612K	0.07%	148
2023 Q1	–	Sell	-16,300	Closed	-$498K	–	301
2022 Q4	$498K	Buy	+16,300	New	+$507K	0.09%	135
2018 Q4	–	Sell	-210	Closed	-$8K	–	1248
2018 Q3	$8K	Hold	210	–	–	﹤0.01%	860
2018 Q2	$8K	Sell	210 -66	-24%	-$2.46K	﹤0.01%	884
2018 Q1	$10K	Sell	276 -199	-42%	-$7.47K	﹤0.01%	824
2017 Q4	$18K	Buy	475 +210	+79%	+$8.06K	0.01%	622
2017 Q3	$10K	Hold	265	–	–	﹤0.01%	792
2017 Q2	$10K	Hold	265	–	–	﹤0.01%	799
2017 Q1	$10K	Sell	265 -1,000	-79%	-$38.2K	﹤0.01%	818
2016 Q4	$47K	Buy	+1,265	New	+$48.1K	0.02%	280
2016 Q2	–	Sell	-29,791	Closed	-$1.16M	–	1135
2016 Q1	$1.16M	Buy	29,791 +8,306	+39%	+$318K	0.97%	28
2015 Q4	$835K	Buy	+21,485	New	+$836K	0.82%	34

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

Proficio Capital Partners's PFF Position: Q2 2026 in Review

Proficio Capital Partners sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2026, closing a stake of 103,625 shares — an estimated $3.14M sold.

Proficio Capital Partners first reported a position in PFF in Q4 2015 and held it in 19 quarters. The position peaked at $4.96M in Q2 2025. 967 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Proficio Capital Partners reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2026 after selling out during the quarter.
Proficio Capital Partners sold 103,625 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $3.14M.
Proficio Capital Partners first reported a position in iShares Preferred and Income Securities ETF in Q4 2015 and held it in 19 quarters.
Proficio Capital Partners's iShares Preferred and Income Securities ETF position peaked at $4.96M in Q2 2025.
967 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.