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

AE 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
2026 Q1	–	Sell	-2,643	Closed	-$57K	–	2677
2025 Q4	$57K	Buy	+2,643	New	+$57K	﹤0.01%	1832
2024 Q1	–	Sell	-20,036	Closed	-$419K	–	1750
2023 Q4	$419K	Buy	+20,036	New	+$385K	﹤0.01%	1545
2022 Q3	–	Sell	-11,961	Closed	-$252K	–	1844
2022 Q2	$252K	Buy	+11,961	New	+$269K	﹤0.01%	1512
2022 Q1	–	Sell	-17,139	Closed	-$431K	–	1775
2021 Q4	$431K	Sell	17,139 -65,385	-79%	-$1.63M	﹤0.01%	1308
2021 Q3	$2.05M	Buy	82,524 +9,679	+13%	+$244K	0.02%	637
2021 Q2	$1.83M	Buy	+72,845	New	+$1.79M	0.02%	666

Other funds holding PFFA

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

AE Wealth Management's PFFA Position: Q1 2026 in Review

AE Wealth Management sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q1 2026, closing a stake of 2,643 shares — an estimated $57K sold.

AE Wealth Management first reported a position in PFFA in Q2 2021 and held it in 6 quarters. The position peaked at $2.05M in Q3 2021. 195 funds tracked by Wall St. Rank hold PFFA as of Q1 2026.

AE Wealth Management reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q1 2026 after selling out during the quarter.
AE Wealth Management sold 2,643 Virtus InfraCap US Preferred Stock ETF shares in Q1 2026, an estimated $57K.
AE Wealth Management first reported a position in Virtus InfraCap US Preferred Stock ETF in Q2 2021 and held it in 6 quarters.
AE Wealth Management's Virtus InfraCap US Preferred Stock ETF position peaked at $2.05M in Q3 2021.
195 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.