Arete Wealth Advisors
PFFR icon

Arete Wealth Advisors’s InfraCap REIT Preferred ETF PFFR Stock Holding History

Arete Wealth Advisors’s Portfolio PFFR Stock Details PFFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,235
Closed -$203K – 779
2024
Q3 		$203K Sell
10,235
-523
-5% -$9.9K 0.02% 651
2024
Q2 		$195K Buy
+10,758
New +$196K 0.02% 667

Other funds holding PFFR

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Inspire Advisors
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Pasadena Private Wealth
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Arete Wealth Advisors's PFFR Position: Q4 2024 in Review

Arete Wealth Advisors sold out of InfraCap REIT Preferred ETF (PFFR) in Q4 2024, closing a stake of 10,235 shares — an estimated $203K sold.

Arete Wealth Advisors first reported a position in PFFR in Q2 2024 and held it in 2 quarters. The position peaked at $203K in Q3 2024. 25 funds tracked by Wall St. Rank hold PFFR as of Q4 2024.

  • Arete Wealth Advisors reported no remaining InfraCap REIT Preferred ETF position as of Q4 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 10,235 InfraCap REIT Preferred ETF shares in Q4 2024, an estimated $203K.
  • Arete Wealth Advisors first reported a position in InfraCap REIT Preferred ETF in Q2 2024 and held it in 2 quarters.
  • Arete Wealth Advisors's InfraCap REIT Preferred ETF position peaked at $203K in Q3 2024.
  • 25 funds tracked by Wall St. Rank held InfraCap REIT Preferred ETF as of Q4 2024.

Based on Arete Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.