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

Accurate 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
2023 Q2	–	Sell	-12,607	Closed	-$243K	–	285
2023 Q1	$243K	Buy	12,607 +7,108	+129%	+$143K	0.08%	215
2022 Q4	$108K	Buy	+5,499	New	+$104K	0.04%	299

Other funds holding PFFA

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

PWM

Peterson Wealth Management Sparks, Nevada $172M AUM 22.85% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Accurate Wealth Management's PFFA Position: Q2 2023 in Review

Accurate Wealth Management sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q2 2023, closing a stake of 12,607 shares — an estimated $243K sold.

Accurate Wealth Management first reported a position in PFFA in Q4 2022 and held it in 2 quarters. The position peaked at $243K in Q1 2023. 69 funds tracked by Wall St. Rank hold PFFA as of Q2 2023.

Accurate Wealth Management reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q2 2023 after selling out during the quarter.
Accurate Wealth Management sold 12,607 Virtus InfraCap US Preferred Stock ETF shares in Q2 2023, an estimated $243K.
Accurate Wealth Management first reported a position in Virtus InfraCap US Preferred Stock ETF in Q4 2022 and held it in 2 quarters.
Accurate Wealth Management's Virtus InfraCap US Preferred Stock ETF position peaked at $243K in Q1 2023.
69 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2023.

Based on Accurate Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.