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 Q2	$8.39M	Buy	397,868 +20,718	+5%	+$441K	4.36%	10
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Anderson Financial Strategies's PFFA Position: Q2 2026 in Review

Anderson Financial Strategies increased its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 5.5% in Q2 2026, buying an estimated $441K and bringing the position to 397,868 shares worth $8.39M. The position accounts for 4.36% of the portfolio, ranked #10.

Anderson Financial Strategies first reported a position in PFFA in Q4 2024 and has held it in 7 quarters since. 204 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

Anderson Financial Strategies held 397,868 shares of Virtus InfraCap US Preferred Stock ETF worth $8.39M as of Q2 2026.
Anderson Financial Strategies bought 20,718 Virtus InfraCap US Preferred Stock ETF shares in Q2 2026, an estimated $441K.
Virtus InfraCap US Preferred Stock ETF made up 4.36% of Anderson Financial Strategies's portfolio in Q2 2026, its #10 holding.
Anderson Financial Strategies first reported a position in Virtus InfraCap US Preferred Stock ETF in Q4 2024 and has held it in 7 quarters since.
204 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

Based on Anderson Financial Strategies's 13F filing for Q2 2026, filed 20 Aug 2026.