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 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 $26.4B AUM 21.05% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Allworth Financial's PFFR Position: Q1 2026 in Review

Allworth Financial increased its InfraCap REIT Preferred ETF (PFFR) stake by 1,284% in Q1 2026, buying an estimated $115K and bringing the position to 6,918 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #1732.

Allworth Financial first reported a position in PFFR in Q3 2025 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold PFFR as of Q1 2026.

Allworth Financial held 6,918 shares of InfraCap REIT Preferred ETF worth $119K as of Q1 2026.
Allworth Financial bought 6,418 InfraCap REIT Preferred ETF shares in Q1 2026, an estimated $115K.
InfraCap REIT Preferred ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #1732 holding.
Allworth Financial first reported a position in InfraCap REIT Preferred ETF in Q3 2025 and has held it in 3 quarters since.
32 funds tracked by Wall St. Rank held InfraCap REIT Preferred ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.