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Destiny Wealth Partners’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Destiny Wealth Partners’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
2023
Q1 		– Sell
-3,257
Closed -$59.1K – 505
2022
Q4 		$59.1K Hold
3,257
– – 0.01% 276
2022
Q3 		$62K Hold
3,257
– – 0.01% 259
2022
Q2 		$69K Hold
3,257
– – 0.02% 256
2022
Q1 		$78K Sell
3,257
-1,268
-28% -$30.5K 0.02% 271
2021
Q4 		$114K Buy
+4,525
New +$113K 0.02% 221

Other funds holding PFFA

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
PWM
Peterson Wealth Management Sparks, Nevada $172M AUM 22.85% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Destiny Wealth Partners's PFFA Position: Q1 2023 in Review

Destiny Wealth Partners sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q1 2023, closing a stake of 3,257 shares — an estimated $59.1K sold.

Destiny Wealth Partners first reported a position in PFFA in Q4 2021 and held it in 5 quarters. The position peaked at $114K in Q4 2021. 71 funds tracked by Wall St. Rank hold PFFA as of Q1 2023.

  • Destiny Wealth Partners reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q1 2023 after selling out during the quarter.
  • Destiny Wealth Partners sold 3,257 Virtus InfraCap US Preferred Stock ETF shares in Q1 2023, an estimated $59.1K.
  • Destiny Wealth Partners first reported a position in Virtus InfraCap US Preferred Stock ETF in Q4 2021 and held it in 5 quarters.
  • Destiny Wealth Partners's Virtus InfraCap US Preferred Stock ETF position peaked at $114K in Q4 2021.
  • 71 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.