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

Valeo Financial 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 		– Sell
-9,453
Closed -$287K – 871
2026
Q1 		$287K Sell
9,453
-529
-5% -$16.6K 0.01% 569
2025
Q4 		$309K Sell
9,982
-251
-2% -$7.82K 0.01% 614
2025
Q3 		$324K Buy
10,233
+177
+2% +$5.57K 0.01% 585
2025
Q2 		$309K Buy
10,056
+282
+3% +$8.49K 0.01% 570
2025
Q1 		$300K Buy
9,774
+294
+3% +$9.27K 0.01% 533
2024
Q4 		$298K Buy
9,480
+752
+9% +$24.6K 0.01% 539
2024
Q3 		$290K Buy
+8,728
New +$281K 0.01% 540
2023
Q4 		– Sell
-8,787
Closed -$265K – 702
2023
Q3 		$265K Buy
+8,787
New +$269K 0.01% 497
2021
Q2 		– Sell
-1,207
Closed -$46K – 1435
2021
Q1 		$46K Buy
1,207
+300
+33% +$11.4K ﹤0.01% 906
2020
Q4 		$35K Sell
907
-143
-14% -$5.34K ﹤0.01% 892
2020
Q3 		$38K Sell
1,050
-3,679
-78% -$132K ﹤0.01% 739
2020
Q2 		$164K Buy
4,729
+1,220
+35% +$41.6K 0.01% 365
2020
Q1 		$119K Buy
3,509
+158
+5% +$5.67K 0.01% 386
2019
Q4 		$126K Buy
3,351
+518
+18% +$19.3K 0.01% 414
2019
Q3 		$106K Buy
2,833
+90
+3% +$3.35K 0.01% 420
2019
Q2 		$101K Buy
2,743
+762
+38% +$27.9K 0.01% 434
2019
Q1 		$72K Buy
1,981
+805
+68% +$28.9K 0.01% 485
2018
Q4 		$40K Hold
1,176
– – 0.01% 552
2018
Q3 		$43K Sell
1,176
-500
-30% -$18.8K 0.01% 581
2018
Q2 		$63K Buy
1,676
+47
+3% +$1.75K 0.01% 501
2018
Q1 		$61K Buy
1,629
+1,600
+5,517% +$60K 0.01% 457
2017
Q4 		$1K Sell
29
-24
-45% -$921 ﹤0.01% 1303
2017
Q3 		$2K Buy
+53
New +$2.06K ﹤0.01% 1035

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

Valeo Financial Advisors's PFF Position: Q2 2026 in Review

Valeo Financial Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2026, closing a stake of 9,453 shares — an estimated $287K sold.

Valeo Financial Advisors first reported a position in PFF in Q3 2017 and held it in 23 quarters. The position peaked at $324K in Q3 2025. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Valeo Financial Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 9,453 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $287K.
  • Valeo Financial Advisors first reported a position in iShares Preferred and Income Securities ETF in Q3 2017 and held it in 23 quarters.
  • Valeo Financial Advisors's iShares Preferred and Income Securities ETF position peaked at $324K in Q3 2025.
  • 964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.