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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
Q2 		$625K Buy
30,400
+550
+2% +$11.7K 0.68% 25
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 $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Atlas Wealth Partners's PFFA Position: Q2 2026 in Review

Atlas Wealth Partners increased its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 1.8% in Q2 2026, buying an estimated $11.7K and bringing the position to 30,400 shares worth $625K. The position accounts for 0.68% of the portfolio, ranked #25.

Atlas Wealth Partners first reported a position in PFFA in Q1 2023 and has held it in 14 quarters since. 204 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

  • Atlas Wealth Partners held 30,400 shares of Virtus InfraCap US Preferred Stock ETF worth $625K as of Q2 2026.
  • Atlas Wealth Partners bought 550 Virtus InfraCap US Preferred Stock ETF shares in Q2 2026, an estimated $11.7K.
  • Virtus InfraCap US Preferred Stock ETF made up 0.68% of Atlas Wealth Partners's portfolio in Q2 2026, its #25 holding.
  • Atlas Wealth Partners first reported a position in Virtus InfraCap US Preferred Stock ETF in Q1 2023 and has held it in 14 quarters since.
  • 204 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

Based on Atlas Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.