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B. Riley Wealth Advisors’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

B. Riley Wealth Advisors’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 		$726K Buy
35,123
+5,903
+20% +$126K 0.04% 381
2026
Q1 		$594K Sell
29,220
-82
-0.3% -$1.76K 0.04% 402
2025
Q4 		$631K Sell
29,302
-2,343
-7% -$50.6K 0.03% 453
2025
Q3 		$687K Sell
31,645
-10,661
-25% -$231K 0.03% 432
2025
Q2 		$881K Buy
42,306
+472
+1% +$9.7K 0.04% 381
2025
Q1 		$887K Buy
41,834
+491
+1% +$10.8K 0.03% 550
2024
Q4 		$905K Sell
41,343
-2,191
-5% -$49.5K 0.03% 482
2024
Q3 		$995K Buy
43,534
+896
+2% +$19.5K 0.03% 498
2024
Q2 		$897K Sell
42,638
-3,709
-8% -$77.5K 0.02% 577
2024
Q1 		$896K Buy
46,347
+472
+1% +$9.85K 0.02% 557
2023
Q4 		$950K Sell
45,875
-472
-1% -$9.07K 0.03% 543
2023
Q3 		$896K Buy
46,347
+3,444
+8% +$67.5K 0.02% 557
2023
Q2 		$843K Buy
42,903
+791
+2% +$14.9K 0.02% 623
2023
Q1 		$814K Buy
42,112
+49
+0.1% +$983 0.02% 609
2022
Q4 		$763K Sell
42,063
-13,269
-24% -$250K 0.02% 635
2022
Q3 		$1.05M Buy
55,332
+34,237
+162% +$740K 0.03% 490
2022
Q2 		$445K Sell
21,095
-255
-1% -$5.74K 0.02% 708
2022
Q1 		$515K Buy
21,350
+9,033
+73% +$217K 0.02% 733
2021
Q4 		$310K Buy
+12,317
New +$307K 0.01% 1054
2021
Q3 		– Sell
-11,427
Closed -$288K – 1453
2021
Q2 		$288K Buy
11,427
+2,019
+21% +$49.6K 0.01% 1045
2021
Q1 		$227K Buy
+9,408
New +$213K 0.01% 1138

Other funds holding PFFA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

B. Riley Wealth Advisors's PFFA Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 20% in Q2 2026, buying an estimated $126K and bringing the position to 35,123 shares worth $726K. The position accounts for 0.04% of the portfolio, ranked #381.

B. Riley Wealth Advisors first reported a position in PFFA in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.05M in Q3 2022. 204 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

  • B. Riley Wealth Advisors held 35,123 shares of Virtus InfraCap US Preferred Stock ETF worth $726K as of Q2 2026.
  • B. Riley Wealth Advisors bought 5,903 Virtus InfraCap US Preferred Stock ETF shares in Q2 2026, an estimated $126K.
  • Virtus InfraCap US Preferred Stock ETF made up 0.04% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #381 holding.
  • B. Riley Wealth Advisors first reported a position in Virtus InfraCap US Preferred Stock ETF in Q1 2021 and has held it in 21 quarters since.
  • B. Riley Wealth Advisors's Virtus InfraCap US Preferred Stock ETF position peaked at $1.05M in Q3 2022.
  • 204 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.