Sage Capital Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Sage Capital 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	–	Sell	-12,065	Closed	-$366K	–	178
2026 Q1	$366K	Sell	12,065 -2,788	-19%	-$87.3K	0.17%	110
2025 Q4	$460K	Sell	14,853 -2,606	-15%	-$81.2K	0.21%	93
2025 Q3	$552K	Buy	17,459 +74	+0.4%	+$2.33K	0.25%	83
2025 Q2	$533K	Buy	17,385 +80	+0.5%	+$2.41K	0.26%	81
2025 Q1	$532K	Buy	17,305 +50	+0.3%	+$1.58K	0.29%	77
2024 Q4	$543K	Sell	17,255 -8,824	-34%	-$288K	0.27%	81
2024 Q3	$867K	Buy	26,079 +204	+0.8%	+$6.57K	0.42%	61
2024 Q2	$816K	Buy	25,875 +195	+0.8%	+$6.14K	0.43%	60
2024 Q1	$828K	Buy	25,680 +1,052	+4%	+$33.5K	0.45%	61
2023 Q4	$768K	Buy	+24,628	New	+$736K	0.46%	59

Other funds holding PFF

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 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 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Sage Capital Management's PFF Position: Q2 2026 in Review

Sage Capital Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2026, closing a stake of 12,065 shares — an estimated $366K sold.

Sage Capital Management first reported a position in PFF in Q4 2023 and held it in 10 quarters. The position peaked at $867K in Q3 2024. 346 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Sage Capital Management reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2026 after selling out during the quarter.
Sage Capital Management sold 12,065 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $366K.
Sage Capital Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and held it in 10 quarters.
Sage Capital Management's iShares Preferred and Income Securities ETF position peaked at $867K in Q3 2024.
346 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

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