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	–	1870
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return

AFS

Anderson Financial Strategies Dayton, Ohio $192M AUM 17.29% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Avior Wealth Management's PFFA Position: Q1 2025 in Review

Avior Wealth Management sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q1 2025, closing a stake of 615 shares — an estimated $13.5K sold.

Avior Wealth Management first reported a position in PFFA in Q2 2019 and held it in 8 quarters. The position peaked at $15K in Q4 2019. 154 funds tracked by Wall St. Rank hold PFFA as of Q1 2025.

Avior Wealth Management reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 615 Virtus InfraCap US Preferred Stock ETF shares in Q1 2025, an estimated $13.5K.
Avior Wealth Management first reported a position in Virtus InfraCap US Preferred Stock ETF in Q2 2019 and held it in 8 quarters.
Avior Wealth Management's Virtus InfraCap US Preferred Stock ETF position peaked at $15K in Q4 2019.
154 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.