Vigilare Wealth Management
PFF icon

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
Q3 		$203K Sell
6,889
-4,114
-37% -$125K 0.06% 120
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Vigilare Wealth Management's PFF Position: Q3 2026 in Review

Vigilare Wealth Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 37% in Q3 2026, selling an estimated $125K and leaving 6,889 shares worth $203K. The position accounts for 0.06% of the portfolio, ranked #120.

Vigilare Wealth Management first reported a position in PFF in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.02M in Q3 2024. 797 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

  • Vigilare Wealth Management held 6,889 shares of iShares Preferred and Income Securities ETF worth $203K as of Q3 2026.
  • Vigilare Wealth Management sold 4,114 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $125K.
  • iShares Preferred and Income Securities ETF made up 0.06% of Vigilare Wealth Management's portfolio in Q3 2026, its #120 holding.
  • Vigilare Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and has held it in 17 quarters since.
  • Vigilare Wealth Management's iShares Preferred and Income Securities ETF position peaked at $1.02M in Q3 2024.
  • 797 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Vigilare Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.