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Bay Colony Advisors’s InfraCap REIT Preferred ETF PFFR Stock Holding History

Bay Colony Advisors’s Portfolio PFFR Stock Details PFFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-18,883
Closed -$324K – 361
2022
Q3 		$324K Buy
+18,883
New +$368K 0.1% 212

Other funds holding PFFR

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
FW
FirstPurpose Wealth Orem, Utah $276M AUM 19.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Bay Colony Advisors's PFFR Position: Q4 2022 in Review

Bay Colony Advisors sold out of InfraCap REIT Preferred ETF (PFFR) in Q4 2022, closing a stake of 18,883 shares — an estimated $324K sold.

Bay Colony Advisors first reported a position in PFFR in Q3 2022 and held it in 1 quarter. The position peaked at $324K in Q3 2022. 18 funds tracked by Wall St. Rank hold PFFR as of Q4 2022.

  • Bay Colony Advisors reported no remaining InfraCap REIT Preferred ETF position as of Q4 2022 after selling out during the quarter.
  • Bay Colony Advisors sold 18,883 InfraCap REIT Preferred ETF shares in Q4 2022, an estimated $324K.
  • Bay Colony Advisors first reported a position in InfraCap REIT Preferred ETF in Q3 2022 and held it in 1 quarter.
  • Bay Colony Advisors's InfraCap REIT Preferred ETF position peaked at $324K in Q3 2022.
  • 18 funds tracked by Wall St. Rank held InfraCap REIT Preferred ETF as of Q4 2022.

Based on Bay Colony Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.