Bank Julius Baer & Co
PFFA icon

Bank Julius Baer & Co’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Bank Julius Baer & Co’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
-2,900
Closed -$70.1K – 662
2024
Q4 		$70.1K Buy
2,900
+201
+7% +$4.54K ﹤0.01% 512
2024
Q3 		$73.1K Sell
2,699
-176
-6% -$3.84K ﹤0.01% 448
2024
Q2 		$67.3K Sell
2,875
-325
-10% -$6.79K ﹤0.01% 424
2024
Q1 		$67K Hold
3,200
– – ﹤0.01% 454
2023
Q4 		$66.3K Buy
+3,200
New +$61.5K ﹤0.01% 464

Other funds holding PFFA

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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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Bank Julius Baer & Co's PFFA Position: Q1 2025 in Review

Bank Julius Baer & Co sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q1 2025, closing a stake of 2,900 shares — an estimated $70.1K sold.

Bank Julius Baer & Co first reported a position in PFFA in Q4 2023 and held it in 5 quarters. The position peaked at $73.1K in Q3 2024. 152 funds tracked by Wall St. Rank hold PFFA as of Q1 2025.

  • Bank Julius Baer & Co reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q1 2025 after selling out during the quarter.
  • Bank Julius Baer & Co sold 2,900 Virtus InfraCap US Preferred Stock ETF shares in Q1 2025, an estimated $70.1K.
  • Bank Julius Baer & Co first reported a position in Virtus InfraCap US Preferred Stock ETF in Q4 2023 and held it in 5 quarters.
  • Bank Julius Baer & Co's Virtus InfraCap US Preferred Stock ETF position peaked at $73.1K in Q3 2024.
  • 152 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q1 2025.

Based on Bank Julius Baer & Co's 13F filing for Q1 2025, filed 6 May 2025.