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BXM Wealth’s InfraCap REIT Preferred ETF PFFR Stock Holding History

BXM Wealth’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
2026
Q2 		$196K Buy
+11,270
New +$199K 0.11% 158

Other funds holding PFFR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return

BXM Wealth's PFFR Position: Q2 2026 in Review

BXM Wealth opened a new position in InfraCap REIT Preferred ETF (PFFR) in Q2 2026: 11,270 shares worth $196K. The stake represents 0.11% of the portfolio and ranks #158 among its holdings.

5 funds tracked by Wall St. Rank hold PFFR as of Q2 2026.

  • BXM Wealth held 11,270 shares of InfraCap REIT Preferred ETF worth $196K as of Q2 2026.
  • InfraCap REIT Preferred ETF was a new BXM Wealth position in Q2 2026.
  • InfraCap REIT Preferred ETF made up 0.11% of BXM Wealth's portfolio in Q2 2026, its #158 holding.
  • 5 funds tracked by Wall St. Rank held InfraCap REIT Preferred ETF as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.