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Prosperity Capital Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Prosperity Capital Advisors’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
-7,553
Closed -$229K – 443
2026
Q1 		$229K Sell
7,553
-1,178
-13% -$36.9K 0.01% 375
2025
Q4 		$270K Buy
+8,731
New +$272K 0.02% 332
2024
Q2 		– Sell
-6,992
Closed -$225K – 344
2024
Q1 		$225K Buy
+6,992
New +$223K 0.03% 304

Other funds holding PFF

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
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
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Prosperity Capital Advisors's PFF Position: Q2 2026 in Review

Prosperity Capital Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2026, closing a stake of 7,553 shares — an estimated $229K sold.

Prosperity Capital Advisors first reported a position in PFF in Q1 2024 and held it in 3 quarters. The position peaked at $270K in Q4 2025. 222 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Prosperity Capital Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2026 after selling out during the quarter.
  • Prosperity Capital Advisors sold 7,553 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $229K.
  • Prosperity Capital Advisors first reported a position in iShares Preferred and Income Securities ETF in Q1 2024 and held it in 3 quarters.
  • Prosperity Capital Advisors's iShares Preferred and Income Securities ETF position peaked at $270K in Q4 2025.
  • 222 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.