RPg Family Wealth Advisory’s iShares Preferred and Income Securities ETF PFF Stock Holding History

RPg Family Wealth Advisory’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	$6.16M	Buy	203,165 +24,485	+14%	+$767K	1.29%	27
2025 Q4	$5.53M	Sell	178,680 -1,267	-0.7%	-$39.5K	1.22%	31
2025 Q3	$5.69M	Buy	179,947 +7,116	+4%	+$224K	1.25%	33
2025 Q2	$5.3M	Sell	172,831 -1,710	-1%	-$51.5K	1.41%	25
2025 Q1	$5.36M	Buy	174,541 +2,992	+2%	+$94.3K	1.53%	24
2024 Q4	$5.39M	Sell	171,549 -7,699	-4%	-$251K	1.91%	20
2024 Q3	$5.96M	Buy	179,248 +12,521	+8%	+$403K	1.92%	22
2024 Q2	$5.26M	Buy	166,727 +14,930	+10%	+$470K	1.73%	23
2024 Q1	$4.89M	Buy	151,797 +16,236	+12%	+$518K	1.55%	29
2023 Q4	$4.23M	Buy	135,561 +53,405	+65%	+$1.6M	1.56%	26
2023 Q3	$2.48M	Buy	82,156 +3,827	+5%	+$117K	1.02%	40
2023 Q2	$2.42M	Buy	+78,329	New	+$2.4M	0.97%	41
2020 Q4	$550K	Sell	14,293 -271	-2%	-$10.1K	0.26%	66
2020 Q3	$531K	Buy	14,564 +3,829	+36%	+$138K	0.28%	66
2020 Q2	$372K	Buy	10,735 +645	+6%	+$22K	0.23%	81
2020 Q1	$321K	Sell	10,090 -24,776	-71%	-$888K	0.25%	68
2019 Q4	$1.31M	Sell	34,866 -4,998	-13%	-$186K	0.75%	43
2019 Q3	$1.5M	Buy	39,864 +2,645	+7%	+$98.4K	0.91%	32
2019 Q2	$1.37M	Sell	37,219 -1,101	-3%	-$40.3K	0.81%	38
2019 Q1	$1.4M	Buy	38,320 +37,124	+3,104%	+$1.33M	0.83%	36
2018 Q4	$40.9K	Buy	+1,196	New	+$42.4K	0.04%	118
2018 Q2	–	Sell	-1,038	Closed	-$39K	–	278
2018 Q1	$39K	Sell	1,038 -237	-19%	-$8.89K	0.03%	144
2017 Q4	$48.5K	Buy	+1,275	New	+$48.9K	0.04%	125
2017 Q3	–	Sell	-24,620	Closed	-$964K	–	310
2017 Q2	$964K	Buy	+24,620	New	+$958K	0.84%	31

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 $1.92B AUM 19.65% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RPg Family Wealth Advisory's PFF Position: Q1 2026 in Review

RPg Family Wealth Advisory increased its iShares Preferred and Income Securities ETF (PFF) stake by 14% in Q1 2026, buying an estimated $767K and bringing the position to 203,165 shares worth $6.16M. The position accounts for 1.29% of the portfolio, ranked #27.

RPg Family Wealth Advisory first reported a position in PFF in Q2 2017 and has held it in 24 quarters since. 966 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

RPg Family Wealth Advisory held 203,165 shares of iShares Preferred and Income Securities ETF worth $6.16M as of Q1 2026.
RPg Family Wealth Advisory bought 24,485 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $767K.
iShares Preferred and Income Securities ETF made up 1.29% of RPg Family Wealth Advisory's portfolio in Q1 2026, its #27 holding.
RPg Family Wealth Advisory first reported a position in iShares Preferred and Income Securities ETF in Q2 2017 and has held it in 24 quarters since.
966 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2026, filed 14 May 2026.