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iShares S&P US Pref Stock Idx Fnd shares owned by Capstone Wealth Management Group

Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by Capstone Wealth Management Group from 13F filings

Historical chart of Capstone Wealth Management Group investment in iShares S&P US Pref Stock Idx Fnd

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P US Pref Stock Idx Fnd held by Capstone Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P US Pref Stock Idx Fnd by Capstone Wealth Management Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.2M 71k 30.49

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Apple (AAPL)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Exxon Mobil Corporation (XOM)
Lam Research Corp Com New (LRCX)
Ishares Tr Us Aer Def Etf (ITA)
Spdr Series Trust St Str Bl 12 Etf (BILS)
Select Sector Spdr Tr St Str Finl Etf (XLF)
NVIDIA Corporation (NVDA)
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Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vaneck Etf Trust Gold Miners Etf (GDX)
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Select Sector Spdr Tr St Str Care Etf (XLV)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)

View all positions for Capstone Wealth Management Group

Top funds holding iShares S&P US Pref Stock Idx Fnd

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
LPL Financial
UBS Group
Royal Bank of Canada
Envestnet Asset Management
Mariner Wealth Advisors
First Interstate Bank
BlackRock
Charles Schwab Investment Management
Raymond James Financial
CliftonLarsonAllen Wealth Advisors
Steward Partners Investment Advisory
Branch Banking & Trust Company

View all funds holding iShares S&P US Pref Stock Idx Fnd