Creative Financial Designs’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Creative Financial Designs’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
2022 Q2	–	Sell	-400	Closed	-$10K	–	1308
2022 Q1	$10K	Sell	400 -1,000	-71%	-$24K	﹤0.01%	908
2021 Q4	$35K	Hold	1,400	–	–	0.01%	638
2021 Q3	$35K	Hold	1,400	–	–	0.01%	700
2021 Q2	$35K	Buy	+1,400	New	+$34.4K	0.01%	703

Other funds holding PFFA

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PWM

Peterson Wealth Management Sparks, Nevada $172M AUM 22.85% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.01B AUM 22.57% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

SIS

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Creative Financial Designs's PFFA Position: Q2 2022 in Review

Creative Financial Designs sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q2 2022, closing a stake of 400 shares — an estimated $10K sold.

Creative Financial Designs first reported a position in PFFA in Q2 2021 and held it in 4 quarters. The position peaked at $35K in Q4 2021. 66 funds tracked by Wall St. Rank hold PFFA as of Q2 2022.

Creative Financial Designs reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q2 2022 after selling out during the quarter.
Creative Financial Designs sold 400 Virtus InfraCap US Preferred Stock ETF shares in Q2 2022, an estimated $10K.
Creative Financial Designs first reported a position in Virtus InfraCap US Preferred Stock ETF in Q2 2021 and held it in 4 quarters.
Creative Financial Designs's Virtus InfraCap US Preferred Stock ETF position peaked at $35K in Q4 2021.
66 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2022.

Based on Creative Financial Designs's 13F filing for Q2 2022, filed 1 Aug 2022.