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Capital Analysts LLC’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Capital Analysts LLC’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 		$2.27M Buy
110,484
+4,417
+4% +$94.1K 0.05% 249
2026
Q1 		$2.16M Buy
106,067
+3,857
+4% +$82.8K 0.06% 240
2025
Q4 		$2.2M Buy
102,210
+4,651
+5% +$100K 0.06% 228
2025
Q3 		$2.12M Buy
97,559
+3,901
+4% +$84.5K 0.06% 231
2025
Q2 		$1.95M Buy
93,658
+8,010
+9% +$165K 0.07% 217
2025
Q1 		$1.82M Buy
85,648
+699
+0.8% +$15.3K 0.07% 203
2024
Q4 		$1.86M Sell
84,949
-1,820
-2% -$41.2K 0.07% 186
2024
Q3 		$1.98M Sell
86,769
-1,372
-2% -$29.9K 0.08% 175
2024
Q2 		$1.85M Buy
88,141
+13,643
+18% +$285K 0.08% 179
2024
Q1 		$1.56M Sell
74,498
-1,749
-2% -$36.5K 0.07% 194
2023
Q4 		$1.58M Buy
+76,247
New +$1.46M 0.08% 183

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

Capital Analysts LLC's PFFA Position: Q2 2026 in Review

Capital Analysts LLC increased its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 4.2% in Q2 2026, buying an estimated $94.1K and bringing the position to 110,484 shares worth $2.27M. The position accounts for 0.05% of the portfolio, ranked #249.

Capital Analysts LLC first reported a position in PFFA in Q4 2023 and has held it in 11 quarters since. 204 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

  • Capital Analysts LLC held 110,484 shares of Virtus InfraCap US Preferred Stock ETF worth $2.27M as of Q2 2026.
  • Capital Analysts LLC bought 4,417 Virtus InfraCap US Preferred Stock ETF shares in Q2 2026, an estimated $94.1K.
  • Virtus InfraCap US Preferred Stock ETF made up 0.05% of Capital Analysts LLC's portfolio in Q2 2026, its #249 holding.
  • Capital Analysts LLC first reported a position in Virtus InfraCap US Preferred Stock ETF in Q4 2023 and has held it in 11 quarters since.
  • 204 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.