Sage Investment Advisers’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Sage Investment Advisers’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	$1.7M	Buy	55,595 +21,199	+62%	+$660K	1.14%	26
2026 Q1	$1.04M	Buy	34,396 +5,818	+20%	+$182K	0.77%	38
2025 Q4	$885K	Buy	+28,578	New	+$890K	0.66%	40

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Sage Investment Advisers's PFF Position: Q2 2026 in Review

Sage Investment Advisers increased its iShares Preferred and Income Securities ETF (PFF) stake by 62% in Q2 2026, buying an estimated $660K and bringing the position to 55,595 shares worth $1.7M. The position accounts for 1.14% of the portfolio, ranked #26.

Sage Investment Advisers first reported a position in PFF in Q4 2025 and has held it in 3 quarters since. 455 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Sage Investment Advisers held 55,595 shares of iShares Preferred and Income Securities ETF worth $1.7M as of Q2 2026.
Sage Investment Advisers bought 21,199 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $660K.
iShares Preferred and Income Securities ETF made up 1.14% of Sage Investment Advisers's portfolio in Q2 2026, its #26 holding.
Sage Investment Advisers first reported a position in iShares Preferred and Income Securities ETF in Q4 2025 and has held it in 3 quarters since.
455 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.