American Portfolios Advisors’s InfraCap REIT Preferred ETF PFFR Stock Holding History

American Portfolios Advisors’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
2021 Q4	–	Sell	-350	Closed	-$8.55K	–	3575
2021 Q3	$8.55K	Buy	+350	New	+$8.61K	﹤0.01%	2640
2020 Q2	–	Sell	-3,113	Closed	-$55.3K	–	2884
2020 Q1	$55.3K	Sell	3,113 -506	-14%	-$11.8K	﹤0.01%	1122
2019 Q4	$91K	Hold	3,619	–	–	0.01%	1079
2019 Q3	$91.5K	Hold	3,619	–	–	0.01%	1034
2019 Q2	$89.6K	Buy	3,619 +2,791	+337%	+$68.8K	0.01%	1028
2019 Q1	$20.2K	Buy	+828	New	+$19.8K	﹤0.01%	1581

Other funds holding PFFR

PWM

Peterson Wealth Management Sparks, Nevada $172M AUM 22.85% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FirstPurpose Wealth Orem, Utah $276M AUM 19.3% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

American Portfolios Advisors's PFFR Position: Q4 2021 in Review

American Portfolios Advisors sold out of InfraCap REIT Preferred ETF (PFFR) in Q4 2021, closing a stake of 350 shares — an estimated $8.55K sold.

American Portfolios Advisors first reported a position in PFFR in Q1 2019 and held it in 6 quarters. The position peaked at $91.5K in Q3 2019. 14 funds tracked by Wall St. Rank hold PFFR as of Q4 2021.

American Portfolios Advisors reported no remaining InfraCap REIT Preferred ETF position as of Q4 2021 after selling out during the quarter.
American Portfolios Advisors sold 350 InfraCap REIT Preferred ETF shares in Q4 2021, an estimated $8.55K.
American Portfolios Advisors first reported a position in InfraCap REIT Preferred ETF in Q1 2019 and held it in 6 quarters.
American Portfolios Advisors's InfraCap REIT Preferred ETF position peaked at $91.5K in Q3 2019.
14 funds tracked by Wall St. Rank held InfraCap REIT Preferred ETF as of Q4 2021.

Based on American Portfolios Advisors's 13F filing for Q4 2021, filed 21 Mar 2023.