Whitener Capital Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Whitener Capital 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 Q2	$2.08M	Buy	68,077 +10,770	+19%	+$335K	0.44%	50
2026 Q1	$1.74M	Buy	57,307 +8,459	+17%	+$265K	0.4%	57
2025 Q4	$1.51M	Buy	48,848 +5,994	+14%	+$187K	0.34%	60
2025 Q3	$1.36M	Buy	42,854 +4,509	+12%	+$142K	0.32%	64
2025 Q2	$1.18M	Buy	38,345 +7,849	+26%	+$236K	0.31%	66
2025 Q1	$937K	Buy	30,496 +10,389	+52%	+$328K	0.27%	74
2024 Q4	$632K	Buy	20,107 +2,780	+16%	+$90.8K	0.18%	92
2024 Q3	$576K	Buy	17,327 +5,721	+49%	+$184K	0.16%	94
2024 Q2	$366K	Buy	+11,606	New	+$365K	0.11%	117
2019 Q4	–	Sell	-3,062	Closed	-$114K	–	340
2019 Q3	$114K	Buy	3,062 +368	+14%	+$13.7K	0.06%	158
2019 Q2	$99K	Sell	2,694 -677	-20%	-$24.8K	0.06%	168
2019 Q1	$123K	Buy	3,371 +161	+5%	+$5.79K	0.08%	145
2018 Q4	$109K	Sell	3,210 -1,900	-37%	-$67.3K	0.08%	146
2018 Q3	$189K	Buy	+5,110	New	+$192K	0.12%	127
2018 Q1	–	Sell	-250	Closed	-$9K	–	486
2017 Q4	$9K	Buy	+250	New	+$9.6K	0.01%	333

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Whitener Capital Management's PFF Position: Q2 2026 in Review

Whitener Capital Management increased its iShares Preferred and Income Securities ETF (PFF) stake by 19% in Q2 2026, buying an estimated $335K and bringing the position to 68,077 shares worth $2.08M. The position accounts for 0.44% of the portfolio, ranked #50.

Whitener Capital Management first reported a position in PFF in Q4 2017 and has held it in 15 quarters since. 173 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Whitener Capital Management held 68,077 shares of iShares Preferred and Income Securities ETF worth $2.08M as of Q2 2026.
Whitener Capital Management bought 10,770 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $335K.
iShares Preferred and Income Securities ETF made up 0.44% of Whitener Capital Management's portfolio in Q2 2026, its #50 holding.
Whitener Capital Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2017 and has held it in 15 quarters since.
173 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Whitener Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.