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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$328K Buy
10,741
+697
+7% +$21.7K 0.09% 181
2026
Q1
$305K Buy
10,044
+1,776
+21% +$55.6K 0.11% 155
2025
Q4
$256K Sell
8,268
-1,660
-17% -$51.7K 0.08% 172
2025
Q3
$314K Buy
9,928
+1,190
+14% +$37.4K 0.1% 150
2025
Q2
$268K Buy
8,738
+936
+12% +$28.2K 0.1% 164
2025
Q1
$240K Sell
7,802
-130
-2% -$4.1K 0.1% 166
2024
Q4
$249K Buy
7,932
+286
+4% +$9.34K 0.09% 181
2024
Q3
$254K Sell
7,646
-15
-0.2% -$483 0.09% 175
2024
Q2
$242K Sell
7,661
-7,373
-49% -$232K 0.09% 169
2024
Q1
$485K Sell
15,034
-2,165
-13% -$69K 0.18% 110
2023
Q4
$536K Buy
+17,199
New +$514K 0.2% 105

Other funds holding PFF

Wealth Effects's PFF Position: Q2 2026 in Review

Wealth Effects increased its iShares Preferred and Income Securities ETF (PFF) stake by 6.9% in Q2 2026, buying an estimated $21.7K and bringing the position to 10,741 shares worth $328K. The position accounts for 0.09% of the portfolio, ranked #181.

Wealth Effects first reported a position in PFF in Q4 2023 and has held it in 11 quarters since. The position peaked at $536K in Q4 2023. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Wealth Effects held 10,741 shares of iShares Preferred and Income Securities ETF worth $328K as of Q2 2026.
  • Wealth Effects bought 697 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $21.7K.
  • iShares Preferred and Income Securities ETF made up 0.09% of Wealth Effects's portfolio in Q2 2026, its #181 holding.
  • Wealth Effects first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and has held it in 11 quarters since.
  • Wealth Effects's iShares Preferred and Income Securities ETF position peaked at $536K in Q4 2023.
  • 969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.