Cooper Financial Group
PFFA icon

Cooper Financial Group’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Cooper Financial 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
Q3 		$317K Buy
16,040
+350
+2% +$7.26K 0.03% 337
2026
Q2 		$323K Sell
15,690
-915
-6% -$19.5K 0.03% 330
2026
Q1 		$338K Sell
16,605
-505
-3% -$10.8K 0.03% 307
2025
Q4 		$369K Buy
+17,110
New +$369K 0.04% 271

Other funds holding PFFA

Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Future Financial Wealth Management
Future Financial Wealth Management Cincinnati, Ohio $163M AUM 15.03% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Investment Partners Asset Management
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
TT Capital Management
TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Cooper Financial Group's PFFA Position: Q3 2026 in Review

Cooper Financial Group increased its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 2.2% in Q3 2026, buying an estimated $7.26K and bringing the position to 16,040 shares worth $317K. The position accounts for 0.03% of the portfolio, ranked #337.

Cooper Financial Group first reported a position in PFFA in Q4 2025 and has held it in 4 quarters since. The position peaked at $369K in Q4 2025. 70 funds tracked by Wall St. Rank hold PFFA as of Q3 2026.

  • Cooper Financial Group held 16,040 shares of Virtus InfraCap US Preferred Stock ETF worth $317K as of Q3 2026.
  • Cooper Financial Group bought 350 Virtus InfraCap US Preferred Stock ETF shares in Q3 2026, an estimated $7.26K.
  • Virtus InfraCap US Preferred Stock ETF made up 0.03% of Cooper Financial Group's portfolio in Q3 2026, its #337 holding.
  • Cooper Financial Group first reported a position in Virtus InfraCap US Preferred Stock ETF in Q4 2025 and has held it in 4 quarters since.
  • Cooper Financial Group's Virtus InfraCap US Preferred Stock ETF position peaked at $369K in Q4 2025.
  • 70 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.