Diversify Wealth Management’s InfraCap REIT Preferred ETF PFFR Stock Holding History

Diversify Wealth Management’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
2026 Q1	–	Sell	-12,831	Closed	-$234K	–	1185
2025 Q4	$234K	Sell	12,831 -1,683	-12%	-$30.8K	0.01%	571
2025 Q3	$266K	Sell	14,514 -2,223	-13%	-$41.1K	0.02%	473
2025 Q2	$308K	Sell	16,737 -362	-2%	-$6.47K	0.02%	451
2025 Q1	$310K	Sell	17,099 -4,238	-20%	-$78.9K	0.02%	431
2024 Q4	$396K	Sell	21,337 -1,607	-7%	-$31.1K	0.03%	383
2024 Q3	$452K	Sell	22,944 -3,605	-14%	-$68K	0.04%	333
2024 Q2	$483K	Buy	+26,549	New	+$484K	0.06%	286

Other funds holding PFFR

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

Diversify Wealth Management's PFFR Position: Q1 2026 in Review

Diversify Wealth Management sold out of InfraCap REIT Preferred ETF (PFFR) in Q1 2026, closing a stake of 12,831 shares — an estimated $234K sold.

Diversify Wealth Management first reported a position in PFFR in Q2 2024 and held it in 7 quarters. The position peaked at $483K in Q2 2024. 33 funds tracked by Wall St. Rank hold PFFR as of Q1 2026.

Diversify Wealth Management reported no remaining InfraCap REIT Preferred ETF position as of Q1 2026 after selling out during the quarter.
Diversify Wealth Management sold 12,831 InfraCap REIT Preferred ETF shares in Q1 2026, an estimated $234K.
Diversify Wealth Management first reported a position in InfraCap REIT Preferred ETF in Q2 2024 and held it in 7 quarters.
Diversify Wealth Management's InfraCap REIT Preferred ETF position peaked at $483K in Q2 2024.
33 funds tracked by Wall St. Rank held InfraCap REIT Preferred ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.