Creative Financial Designs’s InfraCap REIT Preferred ETF PFFR Stock Holding History

Creative Financial Designs’s Portfolio PFFR Stock Details PFFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,000	Closed	-$24K	–	1377
2021 Q3	$24K	Hold	1,000	–	–	﹤0.01%	814
2021 Q2	$25K	Hold	1,000	–	–	﹤0.01%	798
2021 Q1	$24K	Hold	1,000	–	–	﹤0.01%	740
2020 Q4	$24K	Buy	+1,000	New	+$22.7K	0.01%	682

Other funds holding PFFR

PWM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FirstPurpose Wealth Orem, Utah $276M AUM 19.3% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Creative Financial Designs's PFFR Position: Q4 2021 in Review

Creative Financial Designs sold out of InfraCap REIT Preferred ETF (PFFR) in Q4 2021, closing a stake of 1,000 shares — an estimated $24K sold.

Creative Financial Designs first reported a position in PFFR in Q4 2020 and held it in 4 quarters. The position peaked at $25K in Q2 2021. 14 funds tracked by Wall St. Rank hold PFFR as of Q4 2021.

Creative Financial Designs reported no remaining InfraCap REIT Preferred ETF position as of Q4 2021 after selling out during the quarter.
Creative Financial Designs sold 1,000 InfraCap REIT Preferred ETF shares in Q4 2021, an estimated $24K.
Creative Financial Designs first reported a position in InfraCap REIT Preferred ETF in Q4 2020 and held it in 4 quarters.
Creative Financial Designs's InfraCap REIT Preferred ETF position peaked at $25K in Q2 2021.
14 funds tracked by Wall St. Rank held InfraCap REIT Preferred ETF as of Q4 2021.

Based on Creative Financial Designs's 13F filing for Q4 2021, filed 26 Jan 2022.