Sowell Financial Services’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $344K | Buy |
11,285
+2,367
| +27% | +$73.7K | 0.01% | 806 |
|
|
2026
Q1 | $270K | Sell |
8,918
-555
| -6% | -$17.4K | 0.01% | 874 |
|
|
2025
Q4 | $293K | Sell |
9,473
-1,756
| -16% | -$54.7K | 0.01% | 845 |
|
|
2025
Q3 | $355K | Sell |
11,229
-35,124
| -76% | -$1.1M | 0.01% | 761 |
|
|
2025
Q2 | $1.42M | Buy |
46,353
+21,909
| +90% | +$659K | 0.06% | 333 |
|
|
2025
Q1 | $751K | Buy |
24,444
+1,160
| +5% | +$36.6K | 0.03% | 478 |
|
|
2024
Q4 | $732K | Sell |
23,284
-70
| -0.3% | -$2.29K | 0.04% | 364 |
|
|
2024
Q3 | $776K | Sell |
23,354
-3,810
| -14% | -$123K | 0.04% | 384 |
|
|
2024
Q2 | $857K | Sell |
27,164
-2,838
| -9% | -$89.3K | 0.04% | 356 |
|
|
2024
Q1 | $967K | Sell |
30,002
-136
| -0.5% | -$4.33K | 0.05% | 347 |
|
|
2023
Q4 | $940K | Sell |
30,138
-11,201
| -27% | -$335K | 0.05% | 334 |
|
|
2023
Q3 | $1.25M | Sell |
41,339
-46,260
| -53% | -$1.41M | 0.08% | 276 |
|
|
2023
Q2 | $2.71M | Buy |
87,599
+43,933
| +101% | +$1.34M | 0.15% | 157 |
|
|
2023
Q1 | $1.36M | Sell |
43,666
-2,122
| -5% | -$68.2K | 0.11% | 235 |
|
|
2022
Q4 | $1.4M | Buy |
45,788
+4,864
| +12% | +$151K | 0.09% | 249 |
|
|
2022
Q3 | $1.3M | Buy |
+40,924
| New | +$1.37M | 0.13% | 201 |
|
|
2022
Q1 | – | Sell |
-41,549
| Closed | -$1.64M | – | 409 |
|
|
2021
Q4 | $1.64M | Buy |
41,549
+4,563
| +12% | +$177K | 0.09% | 241 |
|
|
2021
Q3 | $1.44M | Buy |
36,986
+5,269
| +17% | +$207K | 0.1% | 238 |
|
|
2021
Q2 | $1.25M | Sell |
31,717
-1,404
| -4% | -$54.4K | 0.08% | 268 |
|
|
2021
Q1 | $1.27M | Buy |
33,121
+10,447
| +46% | +$396K | 0.04% | 349 |
|
|
2020
Q4 | $873K | Buy |
22,674
+2,461
| +12% | +$92K | 0.04% | 362 |
|
|
2020
Q3 | $737K | Buy |
20,213
+701
| +4% | +$25.2K | 0.04% | 371 |
|
|
2020
Q2 | $676K | Buy |
19,512
+692
| +4% | +$23.6K | 0.04% | 373 |
|
|
2020
Q1 | $599K | Sell |
18,820
-4,828
| -20% | -$173K | 0.04% | 349 |
|
|
2019
Q4 | $889K | Buy |
23,648
+1,213
| +5% | +$45.3K | 0.07% | 291 |
|
|
2019
Q3 | $842K | Buy |
+22,435
| New | +$835K | 0.07% | 280 |
|
|
2019
Q1 | $622K | Sell |
17,024
-1,438
| -8% | -$51.7K | 0.07% | 277 |
|
|
2018
Q4 | $632K | Buy |
+18,462
| New | +$654K | 0.09% | 231 |
|
|
2018
Q3 | – | Sell |
-16,572
| Closed | -$618K | – | 436 |
|
|
2018
Q2 | $618K | Sell |
16,572
-915
| -5% | -$34.1K | 0.13% | 149 |
|
|
2018
Q1 | $646K | Sell |
17,487
-479
| -3% | -$18K | 0.16% | 130 |
|
|
2017
Q4 | $679K | Buy |
17,966
+4,466
| +33% | +$171K | 0.17% | 124 |
|
|
2017
Q3 | $517K | Sell |
13,500
-27,476
| -67% | -$1.07M | 0.13% | 142 |
|
|
2017
Q2 | $1.6M | Buy |
40,976
+2,087
| +5% | +$81.2K | 0.45% | 54 |
|
|
2017
Q1 | $1.51M | Buy |
38,889
+3,501
| +10% | +$134K | 0.45% | 60 |
|
|
2016
Q4 | $1.36M | Buy |
+35,388
| New | +$1.34M | 0.46% | 61 |
|
Other funds holding PFF
FIB
Sowell Financial Services's PFF Position: Q2 2026 in Review
Sowell Financial Services increased its iShares Preferred and Income Securities ETF (PFF) stake by 27% in Q2 2026, buying an estimated $73.7K and bringing the position to 11,285 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #806.
Sowell Financial Services first reported a position in PFF in Q4 2016 and has held it in 35 quarters since. The position peaked at $2.71M in Q2 2023. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.
- Sowell Financial Services held 11,285 shares of iShares Preferred and Income Securities ETF worth $344K as of Q2 2026.
- Sowell Financial Services bought 2,367 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $73.7K.
- iShares Preferred and Income Securities ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #806 holding.
- Sowell Financial Services first reported a position in iShares Preferred and Income Securities ETF in Q4 2016 and has held it in 35 quarters since.
- Sowell Financial Services's iShares Preferred and Income Securities ETF position peaked at $2.71M in Q2 2023.
- 964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.
Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.