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

Avion 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	$2K	Hold	100	–	–	﹤0.01%	1108
2026 Q1	$2K	Hold	100	–	–	﹤0.01%	903
2025 Q4	$2K	Hold	100	–	–	﹤0.01%	908
2025 Q3	$2K	Hold	100	–	–	﹤0.01%	894
2025 Q2	$2K	Hold	100	–	–	﹤0.01%	844
2025 Q1	$2K	Hold	100	–	–	﹤0.01%	760
2024 Q4	$2K	Hold	100	–	–	﹤0.01%	757
2024 Q3	$2K	Buy	+100	New	+$2.18K	﹤0.01%	707

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

Avion Wealth's PFFA Position: Q2 2026 in Review

Avion Wealth held its Virtus InfraCap US Preferred Stock ETF (PFFA) position steady in Q2 2026 at 100 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1108.

Avion Wealth first reported a position in PFFA in Q3 2024 and has held it in 8 quarters since. 204 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

Avion Wealth held 100 shares of Virtus InfraCap US Preferred Stock ETF worth $2K as of Q2 2026.
Avion Wealth left its Virtus InfraCap US Preferred Stock ETF share count unchanged in Q2 2026.
Virtus InfraCap US Preferred Stock ETF made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1108 holding.
Avion Wealth first reported a position in Virtus InfraCap US Preferred Stock ETF in Q3 2024 and has held it in 8 quarters since.
204 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.