ACG Wealth
PFFA icon

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
Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Peterson Wealth Management
Peterson Wealth Management Sparks, Nevada $215M AUM 17.58% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Oxler Private Wealth
Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return
Equitable Holdings
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 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.