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

Websterrogers Financial Advisors’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	$285K	Buy	9,341 +2,202	+31%	+$68.6K	0.07%	80
2026 Q1	$216K	Buy	7,139 +334	+5%	+$10.5K	0.06%	89
2025 Q4	$211K	Sell	6,805 -1,024	-13%	-$31.9K	0.06%	91
2025 Q3	$248K	Buy	7,829 +547	+8%	+$17.2K	0.07%	76
2025 Q2	$223K	Sell	7,282 -2,260	-24%	-$68K	0.07%	81
2025 Q1	$293K	Buy	9,542 +27	+0.3%	+$851	0.1%	65
2024 Q4	$299K	Hold	9,515	–	–	0.1%	63
2024 Q3	$316K	Buy	9,515 +26	+0.3%	+$837	0.11%	57
2024 Q2	$299K	Buy	9,489 +28	+0.3%	+$881	0.11%	56
2024 Q1	$305K	Hold	9,461	–	–	0.11%	58
2023 Q4	$295K	Buy	+9,461	New	+$283K	0.12%	59
2022 Q3	–	Sell	-6,964	Closed	-$229K	–	56
2022 Q2	$229K	Sell	6,964 -10,920	-61%	-$370K	0.11%	54
2022 Q1	$647K	Buy	+17,884	New	+$658K	0.33%	41

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

Websterrogers Financial Advisors's PFF Position: Q2 2026 in Review

Websterrogers Financial Advisors increased its iShares Preferred and Income Securities ETF (PFF) stake by 31% in Q2 2026, buying an estimated $68.6K and bringing the position to 9,341 shares worth $285K. The position accounts for 0.07% of the portfolio, ranked #80.

Websterrogers Financial Advisors first reported a position in PFF in Q1 2022 and has held it in 13 quarters since. The position peaked at $647K in Q1 2022. 199 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Websterrogers Financial Advisors held 9,341 shares of iShares Preferred and Income Securities ETF worth $285K as of Q2 2026.
Websterrogers Financial Advisors bought 2,202 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $68.6K.
iShares Preferred and Income Securities ETF made up 0.07% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #80 holding.
Websterrogers Financial Advisors first reported a position in iShares Preferred and Income Securities ETF in Q1 2022 and has held it in 13 quarters since.
Websterrogers Financial Advisors's iShares Preferred and Income Securities ETF position peaked at $647K in Q1 2022.
199 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.