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D'Orazio & Associates’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

D'Orazio & Associates’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
2021
Q4 		– Sell
-1,428
Closed -$36K – 533
2021
Q3 		$36K Buy
1,428
+467
+49% +$11.8K 0.01% 254
2021
Q2 		$24K Sell
961
-1,137
-54% -$27.9K 0.01% 239
2021
Q1 		$51K Buy
+2,098
New +$47.5K 0.01% 166

Other funds holding PFFA

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return
PWM
Peterson Wealth Management Sparks, Nevada $172M AUM 22.85% 1-Year Est. Return
ACM
Ascendant Capital Management Los Angeles, California $75.7M AUM 12.68% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.01B AUM 22.57% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

D'Orazio & Associates's PFFA Position: Q4 2021 in Review

D'Orazio & Associates sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q4 2021, closing a stake of 1,428 shares — an estimated $36K sold.

D'Orazio & Associates first reported a position in PFFA in Q1 2021 and held it in 3 quarters. The position peaked at $51K in Q1 2021. 64 funds tracked by Wall St. Rank hold PFFA as of Q4 2021.

  • D'Orazio & Associates reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q4 2021 after selling out during the quarter.
  • D'Orazio & Associates sold 1,428 Virtus InfraCap US Preferred Stock ETF shares in Q4 2021, an estimated $36K.
  • D'Orazio & Associates first reported a position in Virtus InfraCap US Preferred Stock ETF in Q1 2021 and held it in 3 quarters.
  • D'Orazio & Associates's Virtus InfraCap US Preferred Stock ETF position peaked at $51K in Q1 2021.
  • 64 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.