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

Arkadios 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
2021 Q4	–	Sell	-1,200	Closed	-$29K	–	1424
2021 Q3	$29K	Hold	1,200	–	–	﹤0.01%	1079
2021 Q2	$30K	Buy	+1,200	New	+$29.5K	﹤0.01%	1126

Other funds holding PFFA

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

PWM

Peterson Wealth Management Sparks, Nevada $172M AUM 22.85% 1-Year Est. Return

ACM

Ascendant Capital Management Los Angeles, California $75.7M AUM 12.68% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.01B AUM 22.57% 1-Year Est. Return

Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Arkadios Wealth Advisors's PFFA Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q4 2021, closing a stake of 1,200 shares — an estimated $29K sold.

Arkadios Wealth Advisors first reported a position in PFFA in Q2 2021 and held it in 2 quarters. The position peaked at $30K in Q2 2021. 64 funds tracked by Wall St. Rank hold PFFA as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 1,200 Virtus InfraCap US Preferred Stock ETF shares in Q4 2021, an estimated $29K.
Arkadios Wealth Advisors first reported a position in Virtus InfraCap US Preferred Stock ETF in Q2 2021 and held it in 2 quarters.
Arkadios Wealth Advisors's Virtus InfraCap US Preferred Stock ETF position peaked at $30K in Q2 2021.
64 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.