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PFF icon

WPG Advisers’s iShares Preferred and Income Securities ETF PFF Stock Holding History

WPG Advisers’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 		$915 Hold
30
– – ﹤0.01% 1347
2026
Q1 		$910 Hold
30
– – ﹤0.01% 1275
2025
Q4 		$929 Buy
+30
New +$934 ﹤0.01% 1298
2025
Q2 		– Sell
-634
Closed -$19.5K – 1484
2025
Q1 		$19.5K Sell
634
-177
-22% -$5.58K 0.02% 478
2024
Q4 		$25.5K Buy
+811
New +$26.5K 0.02% 413

Other funds holding PFF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WPG Advisers's PFF Position: Q2 2026 in Review

WPG Advisers held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 30 shares worth $915. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

WPG Advisers first reported a position in PFF in Q4 2024 and has held it in 5 quarters since. The position peaked at $25.5K in Q4 2024. 639 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • WPG Advisers held 30 shares of iShares Preferred and Income Securities ETF worth $915 as of Q2 2026.
  • WPG Advisers left its iShares Preferred and Income Securities ETF share count unchanged in Q2 2026.
  • iShares Preferred and Income Securities ETF made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #1347 holding.
  • WPG Advisers first reported a position in iShares Preferred and Income Securities ETF in Q4 2024 and has held it in 5 quarters since.
  • WPG Advisers's iShares Preferred and Income Securities ETF position peaked at $25.5K in Q4 2024.
  • 639 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.