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

Chung Wu 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	$272K	Sell	13,200 -2,100	-14%	-$44.7K	0.18%	88
2026 Q1	$312K	Sell	15,300 -2,200	-13%	-$47.2K	0.27%	64
2025 Q4	$377K	Sell	17,500 -21,240	-55%	-$458K	0.31%	64
2025 Q3	$841K	Sell	38,740 -5,500	-12%	-$119K	0.7%	32
2025 Q2	$922K	Sell	44,240 -23,500	-35%	-$483K	0.96%	25
2025 Q1	$1.44M	Buy	67,740 +7,500	+12%	+$165K	1.72%	16
2024 Q4	$1.32M	Buy	+60,240	New	+$1.36M	1.33%	20

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

Chung Wu Investment Group's PFFA Position: Q2 2026 in Review

Chung Wu Investment Group reduced its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 14% in Q2 2026, selling an estimated $44.7K and leaving 13,200 shares worth $272K. The position accounts for 0.18% of the portfolio, ranked #88.

Chung Wu Investment Group first reported a position in PFFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.44M in Q1 2025. 205 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

Chung Wu Investment Group held 13,200 shares of Virtus InfraCap US Preferred Stock ETF worth $272K as of Q2 2026.
Chung Wu Investment Group sold 2,100 Virtus InfraCap US Preferred Stock ETF shares in Q2 2026, an estimated $44.7K.
Virtus InfraCap US Preferred Stock ETF made up 0.18% of Chung Wu Investment Group's portfolio in Q2 2026, its #88 holding.
Chung Wu Investment Group first reported a position in Virtus InfraCap US Preferred Stock ETF in Q4 2024 and has held it in 7 quarters since.
Chung Wu Investment Group's Virtus InfraCap US Preferred Stock ETF position peaked at $1.44M in Q1 2025.
205 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.