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

Summit Wealth Partners’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	$244K	Buy	8,009 +493	+7%	+$15.4K	0.03%	256
2026 Q1	$228K	Sell	7,516 -9,207	-55%	-$288K	0.04%	254
2025 Q4	$518K	Sell	16,723 -1,382	-8%	-$43K	0.1%	123
2025 Q3	$572K	Sell	18,105 -667	-4%	-$21K	0.1%	125
2025 Q2	$576K	Sell	18,772 -3,493	-16%	-$105K	0.11%	121
2025 Q1	$684K	Buy	22,265 +21	+0.1%	+$662	0.14%	104
2024 Q4	$699K	Sell	22,244 -102	-0.5%	-$3.33K	0.14%	99
2024 Q3	$743K	Sell	22,346 -171	-0.8%	-$5.5K	0.14%	108
2024 Q2	$710K	Sell	22,517 -174	-0.8%	-$5.48K	0.15%	103
2024 Q1	$731K	Sell	22,691 -3,433	-13%	-$109K	0.16%	100
2023 Q4	$815K	Sell	26,124 -2,508	-9%	-$74.9K	0.19%	82
2023 Q3	$863K	Sell	28,632 -1,572	-5%	-$48.1K	0.22%	70
2023 Q2	$934K	Sell	30,204 -6,586	-18%	-$202K	0.23%	66
2023 Q1	$1.15M	Sell	36,790 -141	-0.4%	-$4.53K	0.3%	59
2022 Q4	$1.13M	Buy	36,931 +7,125	+24%	+$222K	0.3%	57
2022 Q3	$944K	Sell	29,806 -1,300	-4%	-$43.6K	0.27%	58
2022 Q2	$1.02M	Buy	31,106 +1,408	+5%	+$47.6K	0.27%	55
2022 Q1	$1.08M	Sell	29,698 -13,510	-31%	-$497K	0.24%	53
2021 Q4	$1.7M	Sell	43,208 -155	-0.4%	-$6.02K	0.37%	42
2021 Q3	$1.68M	Buy	43,363 +2,710	+7%	+$106K	0.4%	40
2021 Q2	$1.6M	Buy	40,653 +3,500	+9%	+$136K	0.38%	41
2021 Q1	$1.43M	Buy	37,153 +5,246	+16%	+$199K	0.37%	41
2020 Q4	$1.23M	Sell	31,907 -1,062	-3%	-$39.7K	0.33%	48
2020 Q3	$1.2M	Buy	32,969 +1	+0%	+$36	0.36%	49
2020 Q2	$1.14M	Sell	32,968 -2,065	-6%	-$70.4K	0.37%	51
2020 Q1	$1.12M	Sell	35,033 -4,293	-11%	-$154K	0.45%	37
2019 Q4	$1.48M	Buy	+39,326	New	+$1.47M	0.51%	33

Other funds holding PFF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Summit Wealth Partners's PFF Position: Q2 2026 in Review

Summit Wealth Partners increased its iShares Preferred and Income Securities ETF (PFF) stake by 6.6% in Q2 2026, buying an estimated $15.4K and bringing the position to 8,009 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #256.

Summit Wealth Partners first reported a position in PFF in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.7M in Q4 2021. 514 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Summit Wealth Partners held 8,009 shares of iShares Preferred and Income Securities ETF worth $244K as of Q2 2026.
Summit Wealth Partners bought 493 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $15.4K.
iShares Preferred and Income Securities ETF made up 0.03% of Summit Wealth Partners's portfolio in Q2 2026, its #256 holding.
Summit Wealth Partners first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and has held it in 27 quarters since.
Summit Wealth Partners's iShares Preferred and Income Securities ETF position peaked at $1.7M in Q4 2021.
514 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.