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Brookwood Investment Group’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Brookwood Investment Group’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
Q2 		$1.07M Sell
52,001
-8,753
-14% -$187K 0.12% 176
2026
Q1 		$1.24M Buy
60,754
+18,628
+44% +$400K 0.15% 147
2025
Q4 		$908K Buy
42,126
+10,710
+34% +$231K 0.11% 185
2025
Q3 		$682K Buy
31,416
+8,455
+37% +$183K 0.09% 208
2025
Q2 		$478K Buy
22,961
+5,818
+34% +$120K 0.08% 238
2025
Q1 		$364K Buy
+17,143
New +$376K 0.06% 275

Other funds holding PFFA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Brookwood Investment Group's PFFA Position: Q2 2026 in Review

Brookwood Investment Group reduced its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 14% in Q2 2026, selling an estimated $187K and leaving 52,001 shares worth $1.07M. The position accounts for 0.12% of the portfolio, ranked #176.

Brookwood Investment Group first reported a position in PFFA in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.24M in Q1 2026. 204 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

  • Brookwood Investment Group held 52,001 shares of Virtus InfraCap US Preferred Stock ETF worth $1.07M as of Q2 2026.
  • Brookwood Investment Group sold 8,753 Virtus InfraCap US Preferred Stock ETF shares in Q2 2026, an estimated $187K.
  • Virtus InfraCap US Preferred Stock ETF made up 0.12% of Brookwood Investment Group's portfolio in Q2 2026, its #176 holding.
  • Brookwood Investment Group first reported a position in Virtus InfraCap US Preferred Stock ETF in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's Virtus InfraCap US Preferred Stock ETF position peaked at $1.24M in Q1 2026.
  • 204 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.