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

Carson 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
2024 Q4	–	Sell	-11,127	Closed	-$254K	–	177
2024 Q3	$254K	Buy	+11,127	New	+$243K	0.16%	147

Other funds holding PFFA

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

AFS

Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return

Carson Advisory's PFFA Position: Q4 2024 in Review

Carson Advisory sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q4 2024, closing a stake of 11,127 shares — an estimated $254K sold.

Carson Advisory first reported a position in PFFA in Q3 2024 and held it in 1 quarter. The position peaked at $254K in Q3 2024. 157 funds tracked by Wall St. Rank hold PFFA as of Q4 2024.

Carson Advisory reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q4 2024 after selling out during the quarter.
Carson Advisory sold 11,127 Virtus InfraCap US Preferred Stock ETF shares in Q4 2024, an estimated $254K.
Carson Advisory first reported a position in Virtus InfraCap US Preferred Stock ETF in Q3 2024 and held it in 1 quarter.
Carson Advisory's Virtus InfraCap US Preferred Stock ETF position peaked at $254K in Q3 2024.
157 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q4 2024.

Based on Carson Advisory's 13F filing for Q4 2024, filed 13 Feb 2025.