Sincerus Advisory’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Sincerus 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 Q2	$629K	Sell	20,630 -154	-0.7%	-$4.8K	0.43%	44
2026 Q1	$630K	Sell	20,784 -360	-2%	-$11.3K	0.48%	40
2025 Q4	$655K	Sell	21,144 -257	-1%	-$8K	0.53%	40
2025 Q3	$677K	Buy	21,401 +26	+0.1%	+$818	0.58%	39
2025 Q2	$666K	Sell	21,375 -1,217	-5%	-$36.6K	0.63%	38
2025 Q1	$694K	Buy	22,592 +130	+0.6%	+$4.1K	0.73%	36
2024 Q4	$706K	Buy	+22,462	New	+$733K	0.76%	37

Other funds holding PFF

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

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

IFA

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

CAP

Cordoba Advisory Partners New York $472M AUM

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Sincerus Advisory's PFF Position: Q2 2026 in Review

Sincerus Advisory reduced its iShares Preferred and Income Securities ETF (PFF) stake by 0.74% in Q2 2026, selling an estimated $4.8K and leaving 20,630 shares worth $629K. The position accounts for 0.43% of the portfolio, ranked #44.

Sincerus Advisory first reported a position in PFF in Q4 2024 and has held it in 7 quarters since. The position peaked at $706K in Q4 2024. 240 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Sincerus Advisory held 20,630 shares of iShares Preferred and Income Securities ETF worth $629K as of Q2 2026.
Sincerus Advisory sold 154 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $4.8K.
iShares Preferred and Income Securities ETF made up 0.43% of Sincerus Advisory's portfolio in Q2 2026, its #44 holding.
Sincerus Advisory first reported a position in iShares Preferred and Income Securities ETF in Q4 2024 and has held it in 7 quarters since.
Sincerus Advisory's iShares Preferred and Income Securities ETF position peaked at $706K in Q4 2024.
240 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Sincerus Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.