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Atlas Wealth Partners’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Atlas Wealth Partners’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 		$608K Buy
29,850
+2,150
+8% +$46.2K 0.62% 28
2025
Q4 		$597K Buy
27,700
+2,200
+9% +$47.5K 0.66% 28
2025
Q3 		$554K Buy
25,500
+1,950
+8% +$42.2K 0.57% 30
2025
Q2 		$491K Buy
23,550
+888
+4% +$18.2K 0.57% 24
2025
Q1 		$481K Hold
22,662
– – 0.59% 24
2024
Q4 		$496K Buy
22,662
+2,262
+11% +$51.2K 0.63% 24
2024
Q3 		$466K Buy
20,400
+400
+2% +$8.72K 0.71% 24
2024
Q2 		$421K Hold
20,000
– – 1.78% 10
2024
Q1 		$417K Buy
20,000
+2,225
+13% +$46.4K 2.26% 7
2023
Q4 		$371K Buy
17,775
+950
+6% +$18.3K 2.05% 10
2023
Q3 		$303K Buy
16,825
+1,550
+10% +$30.4K 1.74% 10
2023
Q2 		$300K Buy
15,275
+2,100
+16% +$39.5K 0.86% 26
2023
Q1 		$247K Buy
+13,175
New +$264K 1.72% 11

Other funds holding PFFA

LPL Financial
LPL Financial San Diego, California $377B 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 $570B 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

Atlas Wealth Partners's PFFA Position: Q1 2026 in Review

Atlas Wealth Partners increased its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 7.8% in Q1 2026, buying an estimated $46.2K and bringing the position to 29,850 shares worth $608K. The position accounts for 0.62% of the portfolio, ranked #28.

Atlas Wealth Partners first reported a position in PFFA in Q1 2023 and has held it in 13 quarters since. 195 funds tracked by Wall St. Rank hold PFFA as of Q1 2026.

  • Atlas Wealth Partners held 29,850 shares of Virtus InfraCap US Preferred Stock ETF worth $608K as of Q1 2026.
  • Atlas Wealth Partners bought 2,150 Virtus InfraCap US Preferred Stock ETF shares in Q1 2026, an estimated $46.2K.
  • Virtus InfraCap US Preferred Stock ETF made up 0.62% of Atlas Wealth Partners's portfolio in Q1 2026, its #28 holding.
  • Atlas Wealth Partners first reported a position in Virtus InfraCap US Preferred Stock ETF in Q1 2023 and has held it in 13 quarters since.
  • 195 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q1 2026.

Based on Atlas Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.