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Able Wealth Management’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Able Wealth Management’s Portfolio PFFA Stock Details PFFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-103
Closed -$2.13K – 437
2023
Q4 		$2.13K Buy
+103
New +$1.98K ﹤0.01% 450

Other funds holding PFFA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Able Wealth Management's PFFA Position: Q1 2024 in Review

Able Wealth Management sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q1 2024, closing a stake of 103 shares — an estimated $2.13K sold.

Able Wealth Management first reported a position in PFFA in Q4 2023 and held it in 1 quarter. The position peaked at $2.13K in Q4 2023. 107 funds tracked by Wall St. Rank hold PFFA as of Q1 2024.

  • Able Wealth Management reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 103 Virtus InfraCap US Preferred Stock ETF shares in Q1 2024, an estimated $2.13K.
  • Able Wealth Management first reported a position in Virtus InfraCap US Preferred Stock ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's Virtus InfraCap US Preferred Stock ETF position peaked at $2.13K in Q4 2023.
  • 107 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.