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

Abound 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
Q3 		– Sell
-127
Closed -$2.67K – 1329
2024
Q2 		$2.67K Hold
127
– – ﹤0.01% 615
2024
Q1 		$2.66K Buy
127
+1
+0.8% +$21 ﹤0.01% 640
2023
Q4 		$2.61K Buy
+126
New +$2.42K ﹤0.01% 620

Other funds holding PFFA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 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
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

Abound Wealth Management's PFFA Position: Q3 2024 in Review

Abound Wealth Management sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q3 2024, closing a stake of 127 shares — an estimated $2.67K sold.

Abound Wealth Management first reported a position in PFFA in Q4 2023 and held it in 3 quarters. The position peaked at $2.67K in Q2 2024. 143 funds tracked by Wall St. Rank hold PFFA as of Q3 2024.

  • Abound Wealth Management reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q3 2024 after selling out during the quarter.
  • Abound Wealth Management sold 127 Virtus InfraCap US Preferred Stock ETF shares in Q3 2024, an estimated $2.67K.
  • Abound Wealth Management first reported a position in Virtus InfraCap US Preferred Stock ETF in Q4 2023 and held it in 3 quarters.
  • Abound Wealth Management's Virtus InfraCap US Preferred Stock ETF position peaked at $2.67K in Q2 2024.
  • 143 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q3 2024.

Based on Abound Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.