EverSource Wealth Advisors’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

EverSource Wealth Advisors’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	$108K	Buy	5,229 +729	+16%	+$15.5K	﹤0.01%	1347
2026 Q1	$91.6K	Hold	4,500	–	–	﹤0.01%	1484
2025 Q4	$97K	Hold	4,500	–	–	﹤0.01%	1325
2025 Q3	$97.7K	Buy	4,500 +1,500	+50%	+$32.5K	﹤0.01%	1295
2025 Q2	$62.5K	Buy	3,000 +1,000	+50%	+$20.5K	﹤0.01%	1483
2025 Q1	$42.4K	Buy	+2,000	New	+$43.9K	﹤0.01%	1311

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

EverSource Wealth Advisors's PFFA Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 16% in Q2 2026, buying an estimated $15.5K and bringing the position to 5,229 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

EverSource Wealth Advisors first reported a position in PFFA in Q1 2025 and has held it in 6 quarters since. 204 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

EverSource Wealth Advisors held 5,229 shares of Virtus InfraCap US Preferred Stock ETF worth $108K as of Q2 2026.
EverSource Wealth Advisors bought 729 Virtus InfraCap US Preferred Stock ETF shares in Q2 2026, an estimated $15.5K.
Virtus InfraCap US Preferred Stock ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1347 holding.
EverSource Wealth Advisors first reported a position in Virtus InfraCap US Preferred Stock ETF in Q1 2025 and has held it in 6 quarters since.
204 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.