Carson Wealth (CWM LLC)
PFFA icon

Carson Wealth (CWM LLC)’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Carson Wealth (CWM 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 		$277K Buy
13,621
+93
+0.7% +$2K ﹤0.01% 2442
2025
Q4 		$292K Buy
13,528
+3,181
+31% +$68.6K ﹤0.01% 2281
2025
Q3 		$225K Buy
10,347
+7,624
+280% +$165K ﹤0.01% 2356
2025
Q2 		$57K Sell
2,723
-87
-3% -$1.79K ﹤0.01% 3173
2025
Q1 		$60K Buy
2,810
+29
+1% +$636 ﹤0.01% 2829
2024
Q4 		$61K Sell
2,781
-106
-4% -$2.4K ﹤0.01% 2649
2024
Q3 		$66K Buy
2,887
+258
+10% +$5.63K ﹤0.01% 2480
2024
Q2 		$55K Buy
2,629
+8
+0.3% +$167 ﹤0.01% 2414
2024
Q1 		$55K Sell
2,621
-68
-3% -$1.42K ﹤0.01% 2231
2023
Q4 		$56K Sell
2,689
-475
-15% -$9.13K ﹤0.01% 2105
2023
Q3 		$61K Buy
3,164
+118
+4% +$2.31K ﹤0.01% 1946
2023
Q2 		$60K Buy
3,046
+210
+7% +$3.95K ﹤0.01% 1858
2023
Q1 		$55K Buy
2,836
+1,036
+58% +$20.8K ﹤0.01% 1814
2022
Q4 		$33K Buy
1,800
+758
+73% +$14.3K ﹤0.01% 2025
2022
Q3 		$20K Buy
1,042
+10
+1% +$216 ﹤0.01% 2229
2022
Q2 		$22K Buy
1,032
+31
+3% +$698 ﹤0.01% 2057
2022
Q1 		$24K Sell
1,001
-103
-9% -$2.47K ﹤0.01% 1972
2021
Q4 		$28K Buy
+1,104
New +$27.5K ﹤0.01% 1809
2021
Q2 		$4K Hold
165
– – ﹤0.01% 2458
2021
Q1 		$4K Hold
165
– – ﹤0.01% 2458
2020
Q4 		$4K Hold
165
– – ﹤0.01% 2457
2020
Q3 		$4K Hold
165
– – ﹤0.01% 2457
2020
Q2 		$4K Hold
165
– – ﹤0.01% 2457
2020
Q1 		$4K Hold
165
– – ﹤0.01% 2457
2019
Q4 		$4K Hold
165
– – ﹤0.01% 2456
2019
Q3 		$4K Hold
165
– – ﹤0.01% 2456
2019
Q2 		$4K Hold
165
– – ﹤0.01% 2456
2019
Q1 		$4K Buy
+165
New +$3.99K ﹤0.01% 2454

Other funds holding PFFA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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

Carson Wealth (CWM LLC)'s PFFA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 0.69% in Q1 2026, buying an estimated $2K and bringing the position to 13,621 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #2442.

Carson Wealth (CWM LLC) first reported a position in PFFA in Q1 2019 and has held it in 28 quarters since. The position peaked at $292K in Q4 2025. 195 funds tracked by Wall St. Rank hold PFFA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 13,621 shares of Virtus InfraCap US Preferred Stock ETF worth $277K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 93 Virtus InfraCap US Preferred Stock ETF shares in Q1 2026, an estimated $2K.
  • Virtus InfraCap US Preferred Stock ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2442 holding.
  • Carson Wealth (CWM LLC) first reported a position in Virtus InfraCap US Preferred Stock ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Virtus InfraCap US Preferred Stock ETF position peaked at $292K in Q4 2025.
  • 195 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.