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

Creative Planning’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 Q1	–	Sell	-10,493	Closed	-$226K	–	4175
2025 Q4	$226K	Buy	+10,493	New	+$226K	﹤0.01%	3459
2022 Q2	–	Sell	-10,347	Closed	-$249K	–	2467
2022 Q1	$249K	Buy	+10,347	New	+$249K	﹤0.01%	1755

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Creative Planning's PFFA Position: Q1 2026 in Review

Creative Planning sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q1 2026, closing a stake of 10,493 shares — an estimated $226K sold.

Creative Planning first reported a position in PFFA in Q1 2022 and held it in 2 quarters. The position peaked at $249K in Q1 2022. 195 funds tracked by Wall St. Rank hold PFFA as of Q1 2026.

Creative Planning reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q1 2026 after selling out during the quarter.
Creative Planning sold 10,493 Virtus InfraCap US Preferred Stock ETF shares in Q1 2026, an estimated $226K.
Creative Planning first reported a position in Virtus InfraCap US Preferred Stock ETF in Q1 2022 and held it in 2 quarters.
Creative Planning's Virtus InfraCap US Preferred Stock ETF position peaked at $249K in Q1 2022.
195 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.