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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
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 $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