Empire Financial Management Company’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Empire Financial Management Company’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 Q2	$1.16M	Sell	56,449 -173	-0.3%	-$3.69K	0.46%	70
2026 Q1	$1.15M	Buy	56,622 +3,284	+6%	+$70.5K	0.26%	105
2025 Q4	$1.15M	Buy	53,338 +925	+2%	+$20K	0.25%	101
2025 Q3	$1.14M	Buy	52,413 +480	+0.9%	+$10.4K	0.26%	103
2025 Q2	$1.08M	Buy	51,933 +1,206	+2%	+$24.8K	0.31%	94
2025 Q1	$1.08M	Buy	50,727 +1,277	+3%	+$28K	0.33%	91
2024 Q4	$1.08M	Sell	49,450 -955	-2%	-$21.6K	0.34%	89
2024 Q3	$1.15M	Sell	50,405 -30	-0.1%	-$654	0.35%	85
2024 Q2	$1.06M	Sell	50,435 -184	-0.4%	-$3.84K	0.35%	82
2024 Q1	$1.06M	Buy	50,619 +46	+0.1%	+$960	0.35%	81
2023 Q4	$1.05M	Sell	50,573 -1,169	-2%	-$22.5K	0.41%	66
2023 Q3	$1M	Sell	51,742 -7,389	-12%	-$145K	0.44%	68
2023 Q2	$1.16M	Sell	59,131 -1,451	-2%	-$27.3K	0.46%	61
2023 Q1	$1.17M	Buy	+60,582	New	+$1.21M	0.48%	64

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

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

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

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

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

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

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

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

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

Empire Financial Management Company's PFFA Position: Q2 2026 in Review

Empire Financial Management Company reduced its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 0.31% in Q2 2026, selling an estimated $3.69K and leaving 56,449 shares worth $1.16M. The position accounts for 0.46% of the portfolio, ranked #70.

Empire Financial Management Company first reported a position in PFFA in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.17M in Q1 2023. 204 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

Empire Financial Management Company held 56,449 shares of Virtus InfraCap US Preferred Stock ETF worth $1.16M as of Q2 2026.
Empire Financial Management Company sold 173 Virtus InfraCap US Preferred Stock ETF shares in Q2 2026, an estimated $3.69K.
Virtus InfraCap US Preferred Stock ETF made up 0.46% of Empire Financial Management Company's portfolio in Q2 2026, its #70 holding.
Empire Financial Management Company first reported a position in Virtus InfraCap US Preferred Stock ETF in Q1 2023 and has held it in 14 quarters since.
Empire Financial Management Company's Virtus InfraCap US Preferred Stock ETF position peaked at $1.17M in Q1 2023.
204 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.