Avior Wealth Management’s InfraCap REIT Preferred ETF PFFR Stock Holding History

Avior Wealth Management’s Portfolio PFFR Stock Details PFFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-600	Closed	-$14K	–	1184
2021 Q3	$14K	Hold	600	–	–	﹤0.01%	728
2021 Q2	$14K	Hold	600	–	–	﹤0.01%	699
2021 Q1	$14K	Hold	600	–	–	﹤0.01%	709
2020 Q4	$14K	Hold	600	–	–	﹤0.01%	665
2020 Q3	$13K	Hold	600	–	–	﹤0.01%	655
2020 Q2	$12K	Hold	600	–	–	﹤0.01%	646
2020 Q1	$10K	Hold	600	–	–	﹤0.01%	576
2019 Q4	$15K	Buy	+600	New	+$15.2K	﹤0.01%	561

Other funds holding PFFR

PWM

Peterson Wealth Management Sparks, Nevada $172M AUM 22.85% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FirstPurpose Wealth Orem, Utah $276M AUM 19.3% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Avior Wealth Management's PFFR Position: Q4 2021 in Review

Avior Wealth Management sold out of InfraCap REIT Preferred ETF (PFFR) in Q4 2021, closing a stake of 600 shares — an estimated $14K sold.

Avior Wealth Management first reported a position in PFFR in Q4 2019 and held it in 8 quarters. The position peaked at $15K in Q4 2019. 14 funds tracked by Wall St. Rank hold PFFR as of Q4 2021.

Avior Wealth Management reported no remaining InfraCap REIT Preferred ETF position as of Q4 2021 after selling out during the quarter.
Avior Wealth Management sold 600 InfraCap REIT Preferred ETF shares in Q4 2021, an estimated $14K.
Avior Wealth Management first reported a position in InfraCap REIT Preferred ETF in Q4 2019 and held it in 8 quarters.
Avior Wealth Management's InfraCap REIT Preferred ETF position peaked at $15K in Q4 2019.
14 funds tracked by Wall St. Rank held InfraCap REIT Preferred ETF as of Q4 2021.

Based on Avior Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.