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Strategic Wealth Investment Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Strategic Wealth Investment 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 		$485K Sell
15,898
-202,037
-93% -$6.29M 0.06% 82
2026
Q1 		$6.61M Buy
217,935
+1,518
+0.7% +$47.5K 0.84% 43
2025
Q4 		$6.7M Sell
216,417
-72,353
-25% -$2.25M 0.82% 44
2025
Q3 		$9.13M Buy
288,770
+272,672
+1,694% +$8.57M 0.77% 45
2025
Q2 		$494K Buy
16,098
+1,704
+12% +$51.3K 0.72% 37
2025
Q1 		$442K Sell
14,394
-335,757
-96% -$10.6M 0.77% 39
2024
Q4 		$11M Sell
350,151
-22,097
-6% -$721K 1.22% 26
2024
Q3 		$12.4M Buy
372,248
+94,516
+34% +$3.04M 1.33% 24
2024
Q2 		$8.69M Buy
+277,732
New +$8.74M 1.1% 29
2023
Q4 		$20.8M Buy
665,679
+23,929
+4% +$715K 3.12% 8
2023
Q3 		$19.3M Buy
641,750
+32,474
+5% +$993K 3.51% 8
2023
Q2 		$18.8M Buy
609,276
+100,050
+20% +$3.06M 2.99% 9
2023
Q1 		$15.9M Buy
509,226
+85,196
+20% +$2.74M 2.95% 9
2022
Q4 		$13.9M Buy
424,030
+58,495
+16% +$1.82M 3.22% 8
2022
Q3 		$11.6M Buy
365,535
+40,093
+12% +$1.34M 3.33% 9
2022
Q2 		$10.7M Sell
325,442
-25,307
-7% -$856K 2.68% 9
2022
Q1 		$12.8M Buy
350,749
+39,880
+13% +$1.47M 3.05% 8
2021
Q4 		$12.3M Buy
310,869
+23,926
+8% +$930K 3.19% 8
2021
Q3 		$11.1M Buy
286,943
+44,034
+18% +$1.73M 3.33% 8
2021
Q2 		$9.55M Buy
242,909
+49,415
+26% +$1.91M 3.39% 8
2021
Q1 		$7.43M Buy
193,494
+33,073
+21% +$1.25M 3.56% 7
2020
Q4 		$6.18M Buy
160,421
+26,079
+19% +$974K 3.62% 8
2020
Q3 		$4.9M Buy
134,342
+14,759
+12% +$531K 3.68% 8
2020
Q2 		$4.14M Sell
119,583
-10,688
-8% -$364K 4.06% 6
2020
Q1 		$4.15M Buy
130,271
+17,300
+15% +$620K 6.76% 2
2019
Q4 		$4.25M Buy
+112,971
New +$4.21M 4.4% 6

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Strategic Wealth Investment Group's PFF Position: Q2 2026 in Review

Strategic Wealth Investment Group reduced its iShares Preferred and Income Securities ETF (PFF) stake by 93% in Q2 2026, selling an estimated $6.29M and leaving 15,898 shares worth $485K. The position accounts for 0.06% of the portfolio, ranked #82.

Strategic Wealth Investment Group first reported a position in PFF in Q4 2019 and has held it in 26 quarters since. The position peaked at $20.8M in Q4 2023. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Strategic Wealth Investment Group held 15,898 shares of iShares Preferred and Income Securities ETF worth $485K as of Q2 2026.
  • Strategic Wealth Investment Group sold 202,037 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $6.29M.
  • iShares Preferred and Income Securities ETF made up 0.06% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #82 holding.
  • Strategic Wealth Investment Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and has held it in 26 quarters since.
  • Strategic Wealth Investment Group's iShares Preferred and Income Securities ETF position peaked at $20.8M in Q4 2023.
  • 964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.