Wealthcare Capital Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Wealthcare Capital Partners’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	$1.11M	Buy	36,298 +5,138	+16%	+$160K	0.46%	48
2026 Q1	$945K	Buy	31,160 +6,279	+25%	+$197K	0.44%	48
2025 Q4	$770K	Buy	24,881 +6,319	+34%	+$197K	0.36%	54
2025 Q3	$587K	Buy	18,562 +6,787	+58%	+$213K	0.27%	67
2025 Q2	$361K	Buy	+11,775	New	+$354K	0.18%	96

Other funds holding PFF

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 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

Wealthcare Capital Partners's PFF Position: Q2 2026 in Review

Wealthcare Capital Partners increased its iShares Preferred and Income Securities ETF (PFF) stake by 16% in Q2 2026, buying an estimated $160K and bringing the position to 36,298 shares worth $1.11M. The position accounts for 0.46% of the portfolio, ranked #48.

Wealthcare Capital Partners first reported a position in PFF in Q2 2025 and has held it in 5 quarters since. 456 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Wealthcare Capital Partners held 36,298 shares of iShares Preferred and Income Securities ETF worth $1.11M as of Q2 2026.
Wealthcare Capital Partners bought 5,138 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $160K.
iShares Preferred and Income Securities ETF made up 0.46% of Wealthcare Capital Partners's portfolio in Q2 2026, its #48 holding.
Wealthcare Capital Partners first reported a position in iShares Preferred and Income Securities ETF in Q2 2025 and has held it in 5 quarters since.
456 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.