Castleview Partners’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Castleview Partners’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 Q3	–	Sell	-238	Closed	-$5K	–	801
2024 Q2	$5K	Buy	+238	New	+$4.97K	﹤0.01%	625

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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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

BSG

Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

SAM

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

Castleview Partners's PFFA Position: Q3 2024 in Review

Castleview Partners sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q3 2024, closing a stake of 238 shares — an estimated $5K sold.

Castleview Partners first reported a position in PFFA in Q2 2024 and held it in 1 quarter. The position peaked at $5K in Q2 2024. 143 funds tracked by Wall St. Rank hold PFFA as of Q3 2024.

Castleview Partners reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q3 2024 after selling out during the quarter.
Castleview Partners sold 238 Virtus InfraCap US Preferred Stock ETF shares in Q3 2024, an estimated $5K.
Castleview Partners first reported a position in Virtus InfraCap US Preferred Stock ETF in Q2 2024 and held it in 1 quarter.
Castleview Partners's Virtus InfraCap US Preferred Stock ETF position peaked at $5K in Q2 2024.
143 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.