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

TCI 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	$283K	Hold	9,270	–	–	0.01%	216
2026 Q1	$281K	Buy	9,270 +442	+5%	+$13.8K	0.01%	197
2025 Q4	$273K	Sell	8,828 -941	-10%	-$29.3K	0.02%	202
2025 Q3	$309K	Sell	9,769 -5,786	-37%	-$182K	0.02%	194
2025 Q2	$477K	Buy	15,555 +712	+5%	+$21.4K	0.03%	145
2025 Q1	$456K	Buy	14,843 +876	+6%	+$27.6K	0.04%	135
2024 Q4	$439K	Buy	13,967 +673	+5%	+$22K	0.04%	135
2024 Q3	$442K	Buy	13,294 +1,000	+8%	+$32.2K	0.04%	144
2024 Q2	$388K	Buy	12,294 +2,347	+24%	+$73.9K	0.04%	146
2024 Q1	$321K	Buy	9,947 +830	+9%	+$26.5K	0.03%	163
2023 Q4	$284K	Buy	9,117 +1,092	+14%	+$32.6K	0.03%	163
2023 Q3	$242K	Buy	8,025 +536	+7%	+$16.4K	0.03%	172
2023 Q2	$232K	Buy	7,489 +273	+4%	+$8.35K	0.03%	170
2023 Q1	$225K	Sell	7,216 -4,117	-36%	-$132K	0.03%	171
2022 Q4	$346K	Hold	11,333	–	–	0.05%	130
2022 Q3	$359K	Sell	11,333 -131	-1%	-$4.39K	0.06%	114
2022 Q2	$377K	Sell	11,464 -23,585	-67%	-$798K	0.06%	119
2022 Q1	$1.28M	Buy	35,049 +330	+1%	+$12.1K	0.19%	53
2021 Q4	$1.37M	Buy	34,719 +16,664	+92%	+$648K	0.2%	51
2021 Q3	$701K	Buy	18,055 +3,526	+24%	+$138K	0.11%	86
2021 Q2	$571K	Buy	14,529 +3,694	+34%	+$143K	0.1%	107
2021 Q1	$416K	Buy	10,835 +856	+9%	+$32.5K	0.18%	112
2020 Q4	$384K	Buy	9,979 +359	+4%	+$13.4K	0.17%	111
2020 Q3	$351K	Buy	9,620 +390	+4%	+$14K	0.14%	107
2020 Q2	$320K	Sell	9,230 -6,674	-42%	-$227K	0.14%	105
2020 Q1	$506K	Sell	15,904 -1,790	-10%	-$64.2K	0.25%	72
2019 Q4	$665K	Sell	17,694 -2,120	-11%	-$79.1K	0.26%	69
2019 Q3	$744K	Buy	19,814 +2,730	+16%	+$102K	0.33%	63
2019 Q2	$630K	Sell	17,084 -1,250	-7%	-$45.8K	0.28%	68
2019 Q1	$670K	Buy	18,334 +4,996	+37%	+$180K	0.29%	71
2018 Q4	$457K	Sell	13,338 -1,465	-10%	-$51.9K	0.22%	87
2018 Q3	$550K	Sell	14,803 -102	-0.7%	-$3.83K	0.23%	82
2018 Q2	$562K	Sell	14,905 -1,796	-11%	-$66.9K	0.25%	77
2018 Q1	$627K	Sell	16,701 -2,224	-12%	-$83.5K	0.29%	72
2017 Q4	$720K	Buy	18,925 +13,925	+279%	+$535K	0.32%	71
2017 Q3	$194K	Hold	5,000	–	–	0.09%	140
2017 Q2	$196K	Sell	5,000 -250	-5%	-$9.73K	0.1%	136
2017 Q1	$203K	Sell	5,250 -1,400	-21%	-$53.5K	0.11%	131
2016 Q4	$247K	Sell	6,650 -7,400	-53%	-$281K	0.13%	115
2016 Q3	$555K	Sell	14,050 -375	-3%	-$15K	0.3%	70
2016 Q2	$575K	Buy	14,425 +3,465	+32%	+$136K	0.32%	67
2016 Q1	$428K	Sell	10,960 -4,000	-27%	-$153K	0.24%	77
2015 Q4	$581K	Sell	14,960 -193	-1%	-$7.51K	0.32%	67
2015 Q3	$585K	Sell	15,153 -820	-5%	-$32.1K	0.35%	65
2015 Q2	$626K	Buy	15,973 +2,450	+18%	+$97.2K	0.36%	63
2015 Q1	$542K	Buy	13,523 +2,000	+17%	+$79.7K	0.34%	64
2014 Q4	$454K	Sell	11,523 -485	-4%	-$19.2K	0.28%	71
2014 Q3	$475K	Sell	12,008 -78	-0.6%	-$3.09K	0.3%	68
2014 Q2	$482K	Hold	12,086	–	–	0.29%	67
2014 Q1	$472K	Sell	12,086 -350	-3%	-$13.4K	0.31%	64
2013 Q4	$458K	Buy	12,436 +2,180	+21%	+$82.3K	0.29%	67
2013 Q3	$390K	Sell	10,256 -23,241	-69%	-$888K	0.3%	65
2013 Q2	$1.32M	Buy	+33,497	New	+$1.35M	1%	28

Other funds holding PFF

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

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

TCI Wealth Advisors's PFF Position: Q2 2026 in Review

TCI Wealth Advisors held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 9,270 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #216.

TCI Wealth Advisors first reported a position in PFF in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.37M in Q4 2021. 456 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

TCI Wealth Advisors held 9,270 shares of iShares Preferred and Income Securities ETF worth $283K as of Q2 2026.
TCI Wealth Advisors left its iShares Preferred and Income Securities ETF share count unchanged in Q2 2026.
iShares Preferred and Income Securities ETF made up 0.01% of TCI Wealth Advisors's portfolio in Q2 2026, its #216 holding.
TCI Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q2 2013 and has held it in 53 quarters since.
TCI Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $1.37M in Q4 2021.
456 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.