Vigilare Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Vigilare Wealth Management’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	$335K	Buy	11,003 +2,729	+33%	+$85K	0.1%	90
2026 Q1	$251K	Sell	8,274 -17,220	-68%	-$539K	0.08%	94
2025 Q4	$789K	Sell	25,494 -4,064	-14%	-$127K	0.27%	51
2025 Q3	$935K	Buy	29,558 +18,406	+165%	+$579K	0.32%	49
2025 Q2	$342K	Sell	11,152 -6,940	-38%	-$209K	0.13%	86
2025 Q1	$556K	Buy	18,092 +5,324	+42%	+$168K	0.22%	47
2024 Q4	$401K	Sell	12,768 -17,797	-58%	-$581K	0.16%	51
2024 Q3	$1.02M	Sell	30,565 -275	-0.9%	-$8.85K	0.41%	35
2024 Q2	$973K	Buy	30,840 +12,475	+68%	+$393K	0.43%	33
2024 Q1	$592K	Hold	18,365	–	–	0.29%	44
2023 Q4	$573K	Buy	+18,365	New	+$549K	0.29%	49
2022 Q1	–	Sell	-6,621	Closed	-$261K	–	158
2021 Q4	$261K	Sell	6,621 -362	-5%	-$14.1K	0.15%	149
2021 Q3	$271K	Sell	6,983 -261	-4%	-$10.2K	0.17%	153
2021 Q2	$285K	Sell	7,244 -2,668	-27%	-$103K	0.17%	151
2021 Q1	$381K	Buy	9,912 +4,558	+85%	+$173K	0.27%	102
2020 Q4	$206K	Buy	+5,354	New	+$200K	0.2%	136

Other funds holding PFF

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Vigilare Wealth Management's PFF Position: Q2 2026 in Review

Vigilare Wealth Management increased its iShares Preferred and Income Securities ETF (PFF) stake by 33% in Q2 2026, buying an estimated $85K and bringing the position to 11,003 shares worth $335K. The position accounts for 0.1% of the portfolio, ranked #90.

Vigilare Wealth Management first reported a position in PFF in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.02M in Q3 2024. 203 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Vigilare Wealth Management held 11,003 shares of iShares Preferred and Income Securities ETF worth $335K as of Q2 2026.
Vigilare Wealth Management bought 2,729 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $85K.
iShares Preferred and Income Securities ETF made up 0.1% of Vigilare Wealth Management's portfolio in Q2 2026, its #90 holding.
Vigilare Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and has held it in 16 quarters since.
Vigilare Wealth Management's iShares Preferred and Income Securities ETF position peaked at $1.02M in Q3 2024.
203 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Vigilare Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.