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

B. Riley 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
2022 Q2	$913	Buy	43,264 +9,305	+27%	+$209K	﹤0.01%	306
2022 Q1	$818K	Sell	33,959 -812	-2%	-$19.5K	0.06%	239
2021 Q4	$873K	Buy	34,771 +1,558	+5%	+$38.8K	0.06%	251
2021 Q3	$827K	Buy	33,213 +8,718	+36%	+$219K	0.06%	252
2021 Q2	$616K	Buy	24,495 +2,541	+12%	+$62.5K	0.07%	204
2021 Q1	$528K	Sell	21,954 -261	-1%	-$5.91K	0.06%	219
2020 Q4	$489K	Sell	22,215 -15,067	-40%	-$313K	0.06%	205
2020 Q3	$717K	Buy	37,282 +17,063	+84%	+$325K	0.08%	181
2020 Q2	$363K	Sell	20,219 -9,769	-33%	-$164K	0.04%	266
2020 Q1	$381K	Buy	29,988 +6,340	+27%	+$145K	0.04%	316
2019 Q4	$623K	Buy	23,648 +488	+2%	+$12.9K	0.09%	193
2019 Q3	$610K	Buy	+23,160	New	+$604K	0.11%	181

Other funds holding PFFA

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

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

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

PWM

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.01B AUM 22.57% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

B. Riley Wealth Management's PFFA Position: Q2 2022 in Review

B. Riley Wealth Management increased its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 27% in Q2 2022, buying an estimated $209K and bringing the position to 43,264 shares worth $913. The position accounts for ﹤0.01% of the portfolio, ranked #306.

B. Riley Wealth Management first reported a position in PFFA in Q3 2019 and has held it in 12 quarters since. The position peaked at $873K in Q4 2021. 66 funds tracked by Wall St. Rank hold PFFA as of Q2 2022.

B. Riley Wealth Management held 43,264 shares of Virtus InfraCap US Preferred Stock ETF worth $913 as of Q2 2022.
B. Riley Wealth Management bought 9,305 Virtus InfraCap US Preferred Stock ETF shares in Q2 2022, an estimated $209K.
Virtus InfraCap US Preferred Stock ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #306 holding.
B. Riley Wealth Management first reported a position in Virtus InfraCap US Preferred Stock ETF in Q3 2019 and has held it in 12 quarters since.
B. Riley Wealth Management's Virtus InfraCap US Preferred Stock ETF position peaked at $873K in Q4 2021.
66 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.