U.S. Capital Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

U.S. Capital 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 Q1	$951K	Sell	31,349 -84	-0.3%	-$2.63K	0.02%	529
2025 Q4	$973K	Buy	31,433 +11,891	+61%	+$370K	0.03%	496
2025 Q3	$618K	Sell	19,542 -1,420	-7%	-$44.6K	0.02%	582
2025 Q2	$643K	Buy	20,962 +7,514	+56%	+$226K	0.02%	539
2025 Q1	$413K	Sell	13,448 -1,483	-10%	-$46.8K	0.01%	626
2024 Q4	$469K	Sell	14,931 -1,976	-12%	-$64.5K	0.01%	578
2024 Q3	$562K	Sell	16,907 -615	-4%	-$19.8K	0.02%	450
2024 Q2	$553K	Sell	17,522 -1,117	-6%	-$35.2K	0.02%	433
2024 Q1	$601K	Sell	18,639 -1,611	-8%	-$51.4K	0.02%	427
2023 Q4	$632K	Sell	20,250 -16,082	-44%	-$480K	0.03%	407
2023 Q3	$1.1M	Sell	36,332 -4,222	-10%	-$129K	0.05%	302
2023 Q2	$1.25M	Sell	40,554 -899	-2%	-$27.5K	0.06%	287
2023 Q1	$1.29M	Sell	41,453 -114,901	-73%	-$3.69M	0.06%	265
2022 Q4	$4.77M	Sell	156,354 -34,626	-18%	-$1.08M	0.22%	104
2022 Q3	$6.05M	Sell	190,980 -6,328	-3%	-$212K	0.31%	75
2022 Q2	$6.49M	Sell	197,308 -49,808	-20%	-$1.69M	0.28%	71
2022 Q1	$9M	Sell	247,116 -11,556	-4%	-$425K	0.33%	62
2021 Q4	$10.2M	Buy	258,672 +8,231	+3%	+$320K	0.4%	56
2021 Q3	$9.72M	Buy	+250,441	New	+$9.82M	0.42%	54

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FIB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

U.S. Capital Wealth Advisors's PFF Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its iShares Preferred and Income Securities ETF (PFF) stake by 0.27% in Q1 2026, selling an estimated $2.63K and leaving 31,349 shares worth $951K. The position accounts for 0.02% of the portfolio, ranked #529.

U.S. Capital Wealth Advisors first reported a position in PFF in Q3 2021 and has held it in 19 quarters since. The position peaked at $10.2M in Q4 2021. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

U.S. Capital Wealth Advisors held 31,349 shares of iShares Preferred and Income Securities ETF worth $951K as of Q1 2026.
U.S. Capital Wealth Advisors sold 84 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $2.63K.
iShares Preferred and Income Securities ETF made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #529 holding.
U.S. Capital Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $10.2M in Q4 2021.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.