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AE Wealth Management’s InfraCap REIT Preferred ETF PFFR Stock Holding History

AE Wealth Management’s Portfolio PFFR Stock Details PFFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,370
Closed -$24.7K – 2678
2025
Q4 		$24.7K Buy
+1,370
New +$25.1K ﹤0.01% 1992

Other funds holding PFFR

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

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

AE Wealth Management sold out of InfraCap REIT Preferred ETF (PFFR) in Q1 2026, closing a stake of 1,370 shares — an estimated $24.7K sold.

AE Wealth Management first reported a position in PFFR in Q4 2025 and held it in 1 quarter. The position peaked at $24.7K in Q4 2025. 32 funds tracked by Wall St. Rank hold PFFR as of Q1 2026.

  • AE Wealth Management reported no remaining InfraCap REIT Preferred ETF position as of Q1 2026 after selling out during the quarter.
  • AE Wealth Management sold 1,370 InfraCap REIT Preferred ETF shares in Q1 2026, an estimated $24.7K.
  • AE Wealth Management first reported a position in InfraCap REIT Preferred ETF in Q4 2025 and held it in 1 quarter.
  • AE Wealth Management's InfraCap REIT Preferred ETF position peaked at $24.7K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held InfraCap REIT Preferred ETF as of Q1 2026.

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