Summit Financial Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Summit Financial Wealth Advisors’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	$975K	Sell	31,983 -644,207	-95%	-$20.1M	0.12%	82
2026 Q1	$20.5M	Sell	676,190 -24,319	-3%	-$761K	2.91%	7
2025 Q4	$21.7M	Sell	700,509 -37,207	-5%	-$1.16M	3.1%	7
2025 Q3	$23.4M	Buy	737,716 +22,441	+3%	+$706K	3.63%	6
2025 Q2	$21.9M	Buy	715,275 +8,095	+1%	+$244K	3.94%	6
2025 Q1	$21.7M	Buy	707,180 +12,699	+2%	+$400K	4.31%	5
2024 Q4	$21.8M	Buy	694,481 +6,384	+0.9%	+$208K	4.27%	5
2024 Q3	$22.9M	Buy	688,097 +18,242	+3%	+$587K	4.29%	7
2024 Q2	$21.1M	Buy	669,855 +21,112	+3%	+$665K	4.28%	6
2024 Q1	$20.9M	Buy	648,743 +44,318	+7%	+$1.41M	4.24%	6
2023 Q4	$18.9M	Buy	604,425 +31,825	+6%	+$951K	4.28%	6
2023 Q3	$17M	Buy	572,600 +17,545	+3%	+$536K	4.18%	6
2023 Q2	$17.2M	Buy	555,055 +39,030	+8%	+$1.19M	3.97%	6
2023 Q1	$16.1M	Buy	516,025 +832	+0.2%	+$26.7K	3.82%	6
2022 Q4	$15.7M	Sell	515,193 -10,826	-2%	-$337K	3.8%	6
2022 Q3	$16.1M	Sell	526,019 -29,478	-5%	-$988K	4.62%	5
2022 Q2	$18.9M	Sell	555,497 -271,157	-33%	-$9.18M	4.51%	5
2022 Q1	$30.1M	Buy	826,654 +56,445	+7%	+$2.08M	6.09%	3
2021 Q4	$30M	Buy	770,209 +44,330	+6%	+$1.72M	5.81%	4
2021 Q3	$28.2M	Buy	725,879 +21,928	+3%	+$860K	6.39%	3
2021 Q2	$27.7M	Buy	703,951 +44,318	+7%	+$1.72M	6.25%	3
2021 Q1	$25.4M	Buy	659,633 +19,693	+3%	+$747K	6.47%	5
2020 Q4	$23.3M	Sell	639,940 -3,741	-0.6%	-$140K	6.36%	6
2020 Q3	$23.4M	Buy	643,681 +11,818	+2%	+$425K	6.23%	5
2020 Q2	$22M	Buy	631,863 +33,490	+6%	+$1.14M	5.86%	6
2020 Q1	$18.5M	Buy	598,373 +156,388	+35%	+$5.61M	5.83%	6
2019 Q4	$16.8M	Sell	441,985 -5,346	-1%	-$199K	4.08%	7
2019 Q3	$16.7M	Buy	447,331 +2,127	+0.5%	+$79.1K	4.1%	6
2019 Q2	$16.4M	Buy	445,204 +29,647	+7%	+$1.09M	4.02%	6
2019 Q1	$15.2M	Buy	415,557 +44,323	+12%	+$1.59M	4.03%	6
2018 Q4	$12.7M	Sell	371,234 -45,931	-11%	-$1.63M	4.12%	6
2018 Q3	$15M	Buy	417,165 +114,607	+38%	+$4.3M	4.48%	5
2018 Q2	$11.4M	Sell	302,558 -1,250	-0.4%	-$46.6K	3.8%	6
2018 Q1	$11.4M	Buy	303,808 +10,784	+4%	+$405K	3.75%	6
2017 Q4	$11.2M	Sell	293,024 -245,050	-46%	-$9.41M	3.83%	5
2017 Q3	$20.9M	Buy	538,074 +82,114	+18%	+$3.2M	7.59%	2
2017 Q2	$17.9M	Buy	455,960 +91,410	+25%	+$3.56M	7.06%	2
2017 Q1	$14.1M	Buy	364,550 +21,471	+6%	+$821K	6.16%	2
2016 Q4	$12.8M	Buy	343,079 +5,685	+2%	+$216K	5.61%	2
2016 Q3	$13.3M	Buy	337,394 +194,060	+135%	+$7.74M	5.77%	2
2016 Q2	$5.72M	Buy	143,334 +37,449	+35%	+$1.47M	2.39%	11
2016 Q1	$4.13M	Buy	105,885 +16,595	+19%	+$634K	1.81%	17
2015 Q4	$3.47M	Buy	89,290 +25,995	+41%	+$1.01M	1.59%	20
2015 Q3	$2.44M	Buy	63,295 +5,596	+10%	+$219K	1.58%	18
2015 Q2	$2.26M	Buy	57,699 +2,760	+5%	+$109K	1.4%	25
2015 Q1	$2.18M	Buy	54,939 +30,990	+129%	+$1.24M	1.47%	25
2014 Q4	$945K	Buy	+23,949	New	+$947K	0.66%	32

Other funds holding PFF

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Summit Financial Wealth Advisors's PFF Position: Q2 2026 in Review

Summit Financial Wealth Advisors reduced its iShares Preferred and Income Securities ETF (PFF) stake by 95% in Q2 2026, selling an estimated $20.1M and leaving 31,983 shares worth $975K. The position accounts for 0.12% of the portfolio, ranked #82.

Summit Financial Wealth Advisors first reported a position in PFF in Q4 2014 and has held it in 47 quarters since. The position peaked at $30.1M in Q1 2022. 183 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Summit Financial Wealth Advisors held 31,983 shares of iShares Preferred and Income Securities ETF worth $975K as of Q2 2026.
Summit Financial Wealth Advisors sold 644,207 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $20.1M.
iShares Preferred and Income Securities ETF made up 0.12% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #82 holding.
Summit Financial Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2014 and has held it in 47 quarters since.
Summit Financial Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $30.1M in Q1 2022.
183 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.