AWM
PFFA icon

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

Avior Wealth Management’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
2025
Q1 		– Sell
-615
Closed -$13.5K – 1872
2024
Q4 		$13.5K Buy
615
+165
+37% +$3.73K ﹤0.01% 1525
2024
Q3 		$10.3K Hold
450
– – ﹤0.01% 1551
2024
Q2 		$9.46K Buy
450
+115
+34% +$2.4K ﹤0.01% 1528
2024
Q1 		$7.02K Hold
335
– – ﹤0.01% 1977
2023
Q4 		$6.94K Buy
+335
New +$6.44K ﹤0.01% 1061
2020
Q1 		– Sell
-580
Closed -$15K – 866
2019
Q4 		$15K Hold
580
– – ﹤0.01% 559
2019
Q3 		$15K Buy
580
+180
+45% +$4.7K ﹤0.01% 549
2019
Q2 		$10K Buy
+400
New +$10.2K ﹤0.01% 598

Other funds holding PFFA

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.07B AUM 7.19% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return