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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
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 – 1088
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
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