Apollon Wealth Management’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Apollon Wealth Management’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 Q3	$235K	Sell	11,910 -2,040	-15%	-$42.3K	﹤0.01%	1428
2026 Q2	$287K	Buy	13,950 +231	+2%	+$4.92K	﹤0.01%	1299
2026 Q1	$279K	Buy	13,719 +96	+0.7%	+$2.06K	﹤0.01%	1156
2025 Q4	$294K	Sell	13,623 -1,216	-8%	-$26.2K	0.01%	1069
2025 Q3	$322K	Sell	14,839 -18,772	-56%	-$407K	0.01%	1023
2025 Q2	$700K	Sell	33,611 -2,829	-8%	-$58.1K	0.01%	668
2025 Q1	$773K	Sell	36,440 -19,084	-34%	-$419K	0.02%	592
2024 Q4	$1.22M	Sell	55,524 -1,830	-3%	-$41.4K	0.03%	450
2024 Q3	$1.31M	Sell	57,354 -14,762	-20%	-$322K	0.04%	407
2024 Q2	$1.52M	Sell	72,116 -2,698	-4%	-$56.4K	0.05%	348
2024 Q1	$1.57M	Sell	74,814 -1,927	-3%	-$40.2K	0.05%	343
2023 Q4	$1.59M	Sell	76,741 -6,196	-7%	-$119K	0.05%	316
2023 Q3	$1.6M	Sell	82,937 -1,155	-1%	-$22.6K	0.08%	243
2023 Q2	$1.65M	Sell	84,092 -6,103	-7%	-$115K	0.08%	256
2023 Q1	$1.74M	Buy	90,195 +7,177	+9%	+$144K	0.11%	201
2022 Q4	$1.51M	Buy	+83,018	New	+$1.57M	0.11%	202

Other funds holding PFFA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $175M AUM 9.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

GAMC

Garner Asset Management Corp Plano, Texas $303M AUM 33.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Apollon Wealth Management's PFFA Position: Q3 2026 in Review

Apollon Wealth Management reduced its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 15% in Q3 2026, selling an estimated $42.3K and leaving 11,910 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #1428.

Apollon Wealth Management first reported a position in PFFA in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.74M in Q1 2023. 164 funds tracked by Wall St. Rank hold PFFA as of Q3 2026.

Apollon Wealth Management held 11,910 shares of Virtus InfraCap US Preferred Stock ETF worth $235K as of Q3 2026.
Apollon Wealth Management sold 2,040 Virtus InfraCap US Preferred Stock ETF shares in Q3 2026, an estimated $42.3K.
Virtus InfraCap US Preferred Stock ETF made up ﹤0.01% of Apollon Wealth Management's portfolio in Q3 2026, its #1428 holding.
Apollon Wealth Management first reported a position in Virtus InfraCap US Preferred Stock ETF in Q4 2022 and has held it in 16 quarters since.
Apollon Wealth Management's Virtus InfraCap US Preferred Stock ETF position peaked at $1.74M in Q1 2023.
164 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.