Allworth Financial’s InfraCap REIT Preferred ETF PFFR Stock Holding History

Allworth Financial’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 Q2	$122K	Buy	6,989 +71	+1%	+$1.25K	﹤0.01%	1826
2026 Q1	$119K	Buy	6,918 +6,418	+1,284%	+$115K	﹤0.01%	1732
2025 Q4	$9.01K	Hold	500	–	–	﹤0.01%	3339
2025 Q3	$9.35K	Buy	+500	New	+$9.25K	﹤0.01%	3175

Other funds holding PFFR

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFC

Strategic Financial Concepts San Antonio, Texas $336M AUM 22.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

Allworth Financial's PFFR Position: Q2 2026 in Review

Allworth Financial increased its InfraCap REIT Preferred ETF (PFFR) stake by 1% in Q2 2026, buying an estimated $1.25K and bringing the position to 6,989 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #1826.

Allworth Financial first reported a position in PFFR in Q3 2025 and has held it in 4 quarters since. 35 funds tracked by Wall St. Rank hold PFFR as of Q2 2026.

Allworth Financial held 6,989 shares of InfraCap REIT Preferred ETF worth $122K as of Q2 2026.
Allworth Financial bought 71 InfraCap REIT Preferred ETF shares in Q2 2026, an estimated $1.25K.
InfraCap REIT Preferred ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1826 holding.
Allworth Financial first reported a position in InfraCap REIT Preferred ETF in Q3 2025 and has held it in 4 quarters since.
35 funds tracked by Wall St. Rank held InfraCap REIT Preferred ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.