Sagace Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Sagace Wealth Management’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	$3.81M	Sell	125,010 -2,329	-2%	-$72.5K	2.39%	17
2026 Q1	$3.86M	Sell	127,339 -16,999	-12%	-$532K	2.59%	15
2025 Q4	$4.47M	Buy	144,338 +6,798	+5%	+$212K	3.03%	12
2025 Q3	$4.35M	Buy	137,540 +19,797	+17%	+$622K	2.96%	12
2025 Q2	$3.61M	Buy	117,743 +2,799	+2%	+$84.3K	2.7%	13
2025 Q1	$3.53M	Sell	114,944 -381	-0.3%	-$12K	2.67%	14
2024 Q4	$3.63M	Buy	+115,325	New	+$3.77M	2.71%	14

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

Sagace Wealth Management's PFF Position: Q2 2026 in Review

Sagace Wealth Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 1.8% in Q2 2026, selling an estimated $72.5K and leaving 125,010 shares worth $3.81M. The position accounts for 2.39% of the portfolio, ranked #17.

Sagace Wealth Management first reported a position in PFF in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.47M in Q4 2025. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Sagace Wealth Management held 125,010 shares of iShares Preferred and Income Securities ETF worth $3.81M as of Q2 2026.
Sagace Wealth Management sold 2,329 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $72.5K.
iShares Preferred and Income Securities ETF made up 2.39% of Sagace Wealth Management's portfolio in Q2 2026, its #17 holding.
Sagace Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2024 and has held it in 7 quarters since.
Sagace Wealth Management's iShares Preferred and Income Securities ETF position peaked at $4.47M in Q4 2025.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Sagace Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.