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Bartlett & Co Wealth Management’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Bartlett & Co 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
2021
Q2 		– Sell
-1,575
Closed -$37.9K – 1091
2021
Q1 		$37.9K Buy
+1,575
New +$35.6K ﹤0.01% 583

Other funds holding PFFA

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PWM
Peterson Wealth Management Sparks, Nevada $172M AUM 22.85% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bartlett & Co Wealth Management's PFFA Position: Q2 2021 in Review

Bartlett & Co Wealth Management sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q2 2021, closing a stake of 1,575 shares — an estimated $37.9K sold.

Bartlett & Co Wealth Management first reported a position in PFFA in Q1 2021 and held it in 1 quarter. The position peaked at $37.9K in Q1 2021. 53 funds tracked by Wall St. Rank hold PFFA as of Q2 2021.

  • Bartlett & Co Wealth Management reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q2 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 1,575 Virtus InfraCap US Preferred Stock ETF shares in Q2 2021, an estimated $37.9K.
  • Bartlett & Co Wealth Management first reported a position in Virtus InfraCap US Preferred Stock ETF in Q1 2021 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Virtus InfraCap US Preferred Stock ETF position peaked at $37.9K in Q1 2021.
  • 53 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2021, filed 14 Feb 2024.