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Anderson Financial Strategies’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Anderson Financial Strategies’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 		$8.16M Buy
377,150
+25,230
+7% +$542K 4.49% 9
2025
Q4 		$7.58M Buy
351,920
+14,072
+4% +$304K 4.4% 9
2025
Q3 		$7.33M Buy
337,848
+17,968
+6% +$389K 4.34% 9
2025
Q2 		$6.66M Buy
319,880
+10,313
+3% +$212K 4.26% 9
2025
Q1 		$6.57M Sell
309,567
-19,271
-6% -$423K 4.02% 11
2024
Q4 		$7.2M Buy
+328,838
New +$7.44M 4.34% 9

Other funds holding PFFA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Stifel Financial
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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Anderson Financial Strategies's PFFA Position: Q1 2026 in Review

Anderson Financial Strategies increased its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 7.2% in Q1 2026, buying an estimated $542K and bringing the position to 377,150 shares worth $8.16M. The position accounts for 4.49% of the portfolio, ranked #9.

Anderson Financial Strategies first reported a position in PFFA in Q4 2024 and has held it in 6 quarters since. 195 funds tracked by Wall St. Rank hold PFFA as of Q1 2026.

  • Anderson Financial Strategies held 377,150 shares of Virtus InfraCap US Preferred Stock ETF worth $8.16M as of Q1 2026.
  • Anderson Financial Strategies bought 25,230 Virtus InfraCap US Preferred Stock ETF shares in Q1 2026, an estimated $542K.
  • Virtus InfraCap US Preferred Stock ETF made up 4.49% of Anderson Financial Strategies's portfolio in Q1 2026, its #9 holding.
  • Anderson Financial Strategies first reported a position in Virtus InfraCap US Preferred Stock ETF in Q4 2024 and has held it in 6 quarters since.
  • 195 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q1 2026.

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