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Axiom Advisory’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Axiom Advisory’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
2024
Q3 		$223K Buy
10,249
+408
+4% +$8.9K ﹤0.01% 282
2024
Q2 		$206K Buy
+9,841
New +$206K ﹤0.01% 282

Other funds holding PFFA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Axiom Advisory's PFFA Position: Q3 2024 in Review

Axiom Advisory increased its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 4.1% in Q3 2024, buying an estimated $8.9K and bringing the position to 10,249 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

Axiom Advisory first reported a position in PFFA in Q2 2024 and has held it in 2 quarters since. 143 funds tracked by Wall St. Rank hold PFFA as of Q3 2024.

  • Axiom Advisory held 10,249 shares of Virtus InfraCap US Preferred Stock ETF worth $223K as of Q3 2024.
  • Axiom Advisory bought 408 Virtus InfraCap US Preferred Stock ETF shares in Q3 2024, an estimated $8.9K.
  • Virtus InfraCap US Preferred Stock ETF made up ﹤0.01% of Axiom Advisory's portfolio in Q3 2024, its #282 holding.
  • Axiom Advisory first reported a position in Virtus InfraCap US Preferred Stock ETF in Q2 2024 and has held it in 2 quarters since.
  • 143 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.