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Belpointe Asset Management’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Belpointe Asset 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
2026
Q1 		$777K Sell
38,187
-704
-2% -$15.1K 0.03% 544
2025
Q4 		$838K Sell
38,891
-3,737
-9% -$80.6K 0.03% 497
2025
Q3 		$925K Sell
42,628
-13,131
-24% -$284K 0.04% 435
2025
Q2 		$1.16M Sell
55,759
-7,185
-11% -$148K 0.05% 314
2025
Q1 		$1.34M Buy
62,944
+2,407
+4% +$52.8K 0.07% 269
2024
Q4 		$1.33M Sell
60,537
-702
-1% -$15.9K 0.08% 244
2024
Q3 		$1.4M Sell
61,239
-5,270
-8% -$115K 0.08% 236
2024
Q2 		$1.4M Buy
66,509
+8,908
+15% +$186K 0.1% 202
2024
Q1 		$1.21M Buy
+57,601
New +$1.2M 0.09% 221
2023
Q2 		– Sell
-1,647
Closed -$31.8K – 2540
2023
Q1 		$31.8K Hold
1,647
– – ﹤0.01% 2017
2022
Q4 		$29.9K Buy
+1,647
New +$31.1K ﹤0.01% 1913

Other funds holding PFFA

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return