Cascade Investment Group’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Cascade Investment Group’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	$304K	Hold	14,800	–	–	0.17%	121
2026 Q1	$301K	Sell	14,800 -1,800	-11%	-$38.7K	0.2%	115
2025 Q4	$358K	Sell	16,600 -500	-3%	-$10.8K	0.24%	98
2025 Q3	$371K	Hold	17,100	–	–	0.25%	93
2025 Q2	$356K	Buy	+17,100	New	+$351K	0.25%	92

Other funds holding PFFA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cascade Investment Group's PFFA Position: Q2 2026 in Review

Cascade Investment Group held its Virtus InfraCap US Preferred Stock ETF (PFFA) position steady in Q2 2026 at 14,800 shares worth $304K. The position accounts for 0.17% of the portfolio, ranked #121.

Cascade Investment Group first reported a position in PFFA in Q2 2025 and has held it in 5 quarters since. The position peaked at $371K in Q3 2025. 204 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

Cascade Investment Group held 14,800 shares of Virtus InfraCap US Preferred Stock ETF worth $304K as of Q2 2026.
Cascade Investment Group left its Virtus InfraCap US Preferred Stock ETF share count unchanged in Q2 2026.
Virtus InfraCap US Preferred Stock ETF made up 0.17% of Cascade Investment Group's portfolio in Q2 2026, its #121 holding.
Cascade Investment Group first reported a position in Virtus InfraCap US Preferred Stock ETF in Q2 2025 and has held it in 5 quarters since.
Cascade Investment Group's Virtus InfraCap US Preferred Stock ETF position peaked at $371K in Q3 2025.
204 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.