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

VestGen 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	$1.64M	Buy	53,770 +11,980	+29%	+$373K	0.05%	351
2026 Q1	$1.32M	Buy	41,790 +34,032	+439%	+$1.07M	0.04%	392
2025 Q4	$240K	Buy	7,758 +158	+2%	+$4.92K	0.01%	667
2025 Q3	$240K	Buy	+7,600	New	+$239K	0.01%	651

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

VestGen Advisors's PFF Position: Q2 2026 in Review

VestGen Advisors increased its iShares Preferred and Income Securities ETF (PFF) stake by 29% in Q2 2026, buying an estimated $373K and bringing the position to 53,770 shares worth $1.64M. The position accounts for 0.05% of the portfolio, ranked #351.

VestGen Advisors first reported a position in PFF in Q3 2025 and has held it in 4 quarters since. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

VestGen Advisors held 53,770 shares of iShares Preferred and Income Securities ETF worth $1.64M as of Q2 2026.
VestGen Advisors bought 11,980 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $373K.
iShares Preferred and Income Securities ETF made up 0.05% of VestGen Advisors's portfolio in Q2 2026, its #351 holding.
VestGen Advisors first reported a position in iShares Preferred and Income Securities ETF in Q3 2025 and has held it in 4 quarters since.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.