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

ACG Wealth’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
2022 Q3	–	Sell	-72	Closed	-$2K	–	791
2022 Q2	$2K	Buy	+72	New	+$1.62K	﹤0.01%	827

Other funds holding PFFA

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

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

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

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Oxler Private Wealth Rye Brook, New York $319M AUM 20.31% 1-Year Est. Return

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

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

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

ACG Wealth's PFFA Position: Q3 2022 in Review

ACG Wealth sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q3 2022, closing a stake of 72 shares — an estimated $2K sold.

ACG Wealth first reported a position in PFFA in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 63 funds tracked by Wall St. Rank hold PFFA as of Q3 2022.

ACG Wealth reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 72 Virtus InfraCap US Preferred Stock ETF shares in Q3 2022, an estimated $2K.
ACG Wealth first reported a position in Virtus InfraCap US Preferred Stock ETF in Q2 2022 and held it in 1 quarter.
ACG Wealth's Virtus InfraCap US Preferred Stock ETF position peaked at $2K in Q2 2022.
63 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.