AWA
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Arete Wealth Advisors’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Arete Wealth Advisors’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 		$208K Buy
+10,227
New +$220K 0.02% 320
2025
Q4 		– Sell
-10,757
Closed -$234K – 808
2025
Q3 		$234K Sell
10,757
-337
-3% -$7.3K 0.01% 687
2025
Q2 		$231K Sell
11,094
-49,273
-82% -$1.01M 0.02% 655
2025
Q1 		$1.28M Buy
60,367
+36,998
+158% +$812K 0.1% 214
2024
Q4 		$512K Buy
23,369
+160
+0.7% +$3.62K 0.04% 402
2024
Q3 		$529K Sell
23,209
-21,653
-48% -$472K 0.05% 365
2024
Q2 		$942K Sell
44,862
-2,094
-4% -$43.7K 0.08% 249
2024
Q1 		$979K Sell
46,956
-23,138
-33% -$483K 0.09% 216
2023
Q4 		$1.45M Buy
70,094
+19,530
+39% +$375K 0.11% 184
2023
Q3 		$978K Buy
50,564
+6,910
+16% +$135K 0.17% 133
2023
Q2 		$857K Buy
+43,654
New +$821K 0.08% 237

Other funds holding PFFA

LPL Financial
LPL Financial San Diego, California $376B 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 $528B 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