Arete Wealth Advisors’s iShares US Infrastructure ETF IFRA Stock Holding History

Arete Wealth Advisors’s Portfolio IFRA Stock Details IFRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-9,960	Closed	-$461K	–	754
2024 Q4	$461K	Buy	9,960 +839	+9%	+$40.6K	0.03%	434
2024 Q3	$428K	Sell	9,121 -1,808	-17%	-$80.7K	0.04%	411
2024 Q2	$460K	Buy	10,929 +248	+2%	+$10.7K	0.04%	413
2024 Q1	$463K	Sell	10,681 -293	-3%	-$11.8K	0.04%	301
2023 Q4	$442K	Buy	10,974 +273	+3%	+$10.2K	0.03%	428
2023 Q3	$392K	Buy	10,701 +3,337	+45%	+$130K	0.07%	282
2023 Q2	$288K	Buy	7,364 +255	+4%	+$9.52K	0.03%	507
2023 Q1	$265K	Sell	7,109 -178	-2%	-$6.72K	0.02%	508
2022 Q4	$264M	Sell	7,287 -1,458	-17%	-$52.2K	0.02%	491
2022 Q3	$282K	Buy	+8,745	New	+$316K	0.03%	420

Other funds holding IFRA

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return