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Castle Financial & Retirement Planning Associates’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021
Q4 		$9K Buy
+360
New +$8.97K 0.03% 110

Other funds holding PFFA

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return
PWM
Peterson Wealth Management Sparks, Nevada $172M AUM 22.85% 1-Year Est. Return
ACM
Ascendant Capital Management Los Angeles, California $75.7M AUM 12.68% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.01B AUM 22.57% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's PFFA Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Virtus InfraCap US Preferred Stock ETF (PFFA) in Q4 2021: 360 shares worth $9K. The stake represents 0.03% of the portfolio and ranks #110 among its holdings.

64 funds tracked by Wall St. Rank hold PFFA as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 360 shares of Virtus InfraCap US Preferred Stock ETF worth $9K as of Q4 2021.
  • Virtus InfraCap US Preferred Stock ETF was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • Virtus InfraCap US Preferred Stock ETF made up 0.03% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #110 holding.
  • 64 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.