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Fiduciary Group’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Fiduciary Group’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 		$998K Buy
48,502
+6,170
+15% +$131K 0.08% 165
2026
Q1 		$862K Buy
42,332
+20,025
+90% +$430K 0.07% 169
2025
Q4 		$481K Buy
22,307
+4,048
+22% +$87.4K 0.04% 210
2025
Q3 		$396K Buy
18,259
+600
+3% +$13K 0.03% 226
2025
Q2 		$368K Buy
17,659
+8,071
+84% +$166K 0.03% 221
2025
Q1 		$203K Buy
+9,588
New +$210K 0.02% 268

Other funds holding PFFA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Fiduciary Group's PFFA Position: Q2 2026 in Review

Fiduciary Group increased its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 15% in Q2 2026, buying an estimated $131K and bringing the position to 48,502 shares worth $998K. The position accounts for 0.08% of the portfolio, ranked #165.

Fiduciary Group 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.

  • Fiduciary Group held 48,502 shares of Virtus InfraCap US Preferred Stock ETF worth $998K as of Q2 2026.
  • Fiduciary Group bought 6,170 Virtus InfraCap US Preferred Stock ETF shares in Q2 2026, an estimated $131K.
  • Virtus InfraCap US Preferred Stock ETF made up 0.08% of Fiduciary Group's portfolio in Q2 2026, its #165 holding.
  • Fiduciary Group 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 Fiduciary Group's 13F filing for Q2 2026, filed 10 Aug 2026.