Sowa Financial Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Sowa Financial Group’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	$790K	Sell	25,896 -24,010	-48%	-$748K	0.37%	20
2026 Q1	$1.51M	Sell	49,906 -4,143	-8%	-$130K	0.75%	15
2025 Q4	$1.67M	Sell	54,049 -2,559	-5%	-$79.7K	0.87%	14
2025 Q3	$1.79M	Sell	56,608 -2,446	-4%	-$76.9K	1%	13
2025 Q2	$1.81M	Sell	59,054 -24,033	-29%	-$723K	1.13%	14
2025 Q1	$2.55M	Sell	83,087 -18,012	-18%	-$568K	1.68%	12
2024 Q4	$3.18M	Sell	101,099 -102,041	-50%	-$3.33M	1.99%	12
2024 Q3	$6.75M	Sell	203,140 -18,214	-8%	-$586K	4.27%	7
2024 Q2	$6.98M	Sell	221,354 -34,260	-13%	-$1.08M	5.29%	5
2024 Q1	$7.97M	Hold	255,614	–	–	6.51%	5
2023 Q4	$7.97M	Sell	255,614 -31,468	-11%	-$940K	6.51%	5
2023 Q3	$8.66M	Sell	287,082 -15,507	-5%	-$474K	6.5%	6
2023 Q2	$9.36M	Sell	302,589 -3,958	-1%	-$121K	6.42%	5
2023 Q1	$9.57M	Buy	306,547 +369	+0.1%	+$11.9K	6.85%	5
2022 Q4	$9.35M	Sell	306,178 -2,001	-0.6%	-$62.2K	6.98%	5
2022 Q3	$9.76M	Sell	308,179 -645	-0.2%	-$21.6K	7.71%	4
2022 Q2	$10.2M	Buy	308,824 +739	+0.2%	+$25K	7.74%	4
2022 Q1	$11.2M	Buy	308,085 +6,284	+2%	+$231K	6.73%	4
2021 Q4	$11.9M	Buy	301,801 +3,610	+1%	+$140K	6.97%	4
2021 Q3	$11.6M	Buy	298,191 +2,962	+1%	+$116K	7.51%	3
2021 Q2	$11.6M	Buy	295,229 +5,214	+2%	+$202K	8.61%	2
2021 Q1	$11.1M	Sell	290,015 -562	-0.2%	-$21.3K	7.85%	3
2020 Q4	$11.2M	Sell	290,577 -3,808	-1%	-$142K	7.54%	3
2020 Q3	$10.7M	Sell	294,385 -6,284	-2%	-$226K	7.69%	3
2020 Q2	$10.4M	Buy	300,669 +5,310	+2%	+$181K	7.88%	2
2020 Q1	$9.4M	Buy	295,359 +100,368	+51%	+$3.6M	8.27%	2
2019 Q4	$7.33M	Buy	+194,991	New	+$7.27M	5.97%	2

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

Sowa Financial Group's PFF Position: Q2 2026 in Review

Sowa Financial Group reduced its iShares Preferred and Income Securities ETF (PFF) stake by 48% in Q2 2026, selling an estimated $748K and leaving 25,896 shares worth $790K. The position accounts for 0.37% of the portfolio, ranked #20.

Sowa Financial Group first reported a position in PFF in Q4 2019 and has held it in 27 quarters since. The position peaked at $11.9M in Q4 2021. 959 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Sowa Financial Group held 25,896 shares of iShares Preferred and Income Securities ETF worth $790K as of Q2 2026.
Sowa Financial Group sold 24,010 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $748K.
iShares Preferred and Income Securities ETF made up 0.37% of Sowa Financial Group's portfolio in Q2 2026, its #20 holding.
Sowa Financial Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and has held it in 27 quarters since.
Sowa Financial Group's iShares Preferred and Income Securities ETF position peaked at $11.9M in Q4 2021.
959 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Sowa Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.