Quantum Financial Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Quantum Financial 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	$298K	Buy	9,774 +777	+9%	+$24.2K	0.03%	181
2026 Q1	$273K	Hold	8,997	–	–	0.03%	177
2025 Q4	$279K	Hold	8,997	–	–	0.03%	164
2025 Q3	$284K	Hold	8,997	–	–	0.03%	148
2025 Q2	$276K	Hold	8,997	–	–	0.04%	141
2025 Q1	$276K	Sell	8,997 -3,400	-27%	-$107K	0.04%	129
2024 Q4	$390K	Buy	12,397 +3,400	+38%	+$111K	0.06%	104
2024 Q3	$299K	Hold	8,997	–	–	0.05%	126
2024 Q2	$284K	Hold	8,997	–	–	0.05%	124
2024 Q1	$290K	Sell	8,997 -9	-0.1%	-$287	0.05%	120
2023 Q4	$281K	Hold	9,006	–	–	0.07%	83
2023 Q3	$272K	Buy	9,006 +2,002	+29%	+$61.2K	0.08%	83
2023 Q2	$217K	Buy	7,004 +99	+1%	+$3.03K	0.06%	91
2023 Q1	$216K	Hold	6,905	–	–	0.07%	87
2022 Q4	$211K	Buy	+6,905	New	+$215K	0.09%	85

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

Quantum Financial Advisors's PFF Position: Q2 2026 in Review

Quantum Financial Advisors increased its iShares Preferred and Income Securities ETF (PFF) stake by 8.6% in Q2 2026, buying an estimated $24.2K and bringing the position to 9,774 shares worth $298K. The position accounts for 0.03% of the portfolio, ranked #181.

Quantum Financial Advisors first reported a position in PFF in Q4 2022 and has held it in 15 quarters since. The position peaked at $390K in Q4 2024. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Quantum Financial Advisors held 9,774 shares of iShares Preferred and Income Securities ETF worth $298K as of Q2 2026.
Quantum Financial Advisors bought 777 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $24.2K.
iShares Preferred and Income Securities ETF made up 0.03% of Quantum Financial Advisors's portfolio in Q2 2026, its #181 holding.
Quantum Financial Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and has held it in 15 quarters since.
Quantum Financial Advisors's iShares Preferred and Income Securities ETF position peaked at $390K in Q4 2024.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.