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

Waverly Advisors's PFF Position: Q2 2026 in Review

Waverly Advisors increased its iShares Preferred and Income Securities ETF (PFF) stake by 1.2% in Q2 2026, buying an estimated $53.1K and bringing the position to 142,061 shares worth $4.33M. The position accounts for 0.03% of the portfolio, ranked #487.

Waverly Advisors first reported a position in PFF in Q3 2014 and has held it in 17 quarters since. The position peaked at $5.48M in Q1 2024. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

• Waverly Advisors held 142,061 shares of iShares Preferred and Income Securities ETF worth $4.33M as of Q2 2026.
• Waverly Advisors bought 1,706 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $53.1K.
• iShares Preferred and Income Securities ETF made up 0.03% of Waverly Advisors's portfolio in Q2 2026, its #487 holding.
• Waverly Advisors first reported a position in iShares Preferred and Income Securities ETF in Q3 2014 and has held it in 17 quarters since.
• Waverly Advisors's iShares Preferred and Income Securities ETF position peaked at $5.48M in Q1 2024.
• 969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.