Cape Investment Advisory’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Cape Investment Advisory’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	$16.5K	Buy	+800	New	+$17K	﹤0.01%	742
2026 Q1	–	Sell	-800	Closed	-$17.2K	–	909
2025 Q4	$17.2K	Buy	+800	New	+$17.3K	0.01%	648
2025 Q3	–	Sell	-800	Closed	-$16.7K	–	1087
2025 Q2	$16.7K	Hold	800	–	–	0.01%	547
2025 Q1	$17K	Hold	800	–	–	0.01%	515
2024 Q4	$17.5K	Hold	800	–	–	0.01%	495
2024 Q3	$18.3K	Hold	800	–	–	0.01%	477
2024 Q2	$16.8K	Buy	800 +300	+60%	+$6.27K	0.01%	446
2024 Q1	$10.5K	Hold	500	–	–	﹤0.01%	541
2023 Q4	$10.4K	Hold	500	–	–	0.01%	645
2023 Q3	$9.67K	Hold	500	–	–	0.01%	557
2023 Q2	$9.82K	Hold	500	–	–	0.01%	558
2023 Q1	$9.66K	Buy	+500	New	+$10K	0.01%	546

Other funds holding PFFA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cape Investment Advisory's PFFA Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Virtus InfraCap US Preferred Stock ETF (PFFA) in Q2 2026: 800 shares worth $16.5K. The stake represents ﹤0.01% of the portfolio and ranks #742 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in PFFA as recently as Q4 2025.

Cape Investment Advisory first reported a position in PFFA in Q1 2023 and has held it in 12 quarters since. The position peaked at $18.3K in Q3 2024. 204 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

Cape Investment Advisory held 800 shares of Virtus InfraCap US Preferred Stock ETF worth $16.5K as of Q2 2026.
Virtus InfraCap US Preferred Stock ETF was a new Cape Investment Advisory position in Q2 2026.
Virtus InfraCap US Preferred Stock ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #742 holding.
Cape Investment Advisory first reported a position in Virtus InfraCap US Preferred Stock ETF in Q1 2023 and has held it in 12 quarters since.
Cape Investment Advisory's Virtus InfraCap US Preferred Stock ETF position peaked at $18.3K in Q3 2024.
204 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

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