Aventura Private Wealth’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Aventura Private Wealth’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	–	Sell	-1,000	Closed	-$20.4K	–	1012
2026 Q1	$20.4K	Hold	1,000	–	–	0.01%	443
2025 Q4	$21.6K	Hold	1,000	–	–	0.01%	404
2025 Q3	$21.7K	Hold	1,000	–	–	0.01%	391
2025 Q2	$20.8K	Hold	1,000	–	–	0.01%	374
2025 Q1	$21.2K	Hold	1,000	–	–	0.01%	346
2024 Q4	$21.9K	Buy	+1,000	New	+$22.6K	0.01%	345

Other funds holding PFFA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Aventura Private Wealth's PFFA Position: Q2 2026 in Review

Aventura Private Wealth sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q2 2026, closing a stake of 1,000 shares — an estimated $20.4K sold.

Aventura Private Wealth first reported a position in PFFA in Q4 2024 and held it in 6 quarters. The position peaked at $21.9K in Q4 2024. 204 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

Aventura Private Wealth reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q2 2026 after selling out during the quarter.
Aventura Private Wealth sold 1,000 Virtus InfraCap US Preferred Stock ETF shares in Q2 2026, an estimated $20.4K.
Aventura Private Wealth first reported a position in Virtus InfraCap US Preferred Stock ETF in Q4 2024 and held it in 6 quarters.
Aventura Private Wealth's Virtus InfraCap US Preferred Stock ETF position peaked at $21.9K in Q4 2024.
204 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.