Fiduciary Group
PFFR icon

Fiduciary Group’s InfraCap REIT Preferred ETF PFFR Stock Holding History

Fiduciary Group’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
Q2 		$301K Buy
17,324
+1,814
+12% +$32K 0.02% 268
2026
Q1 		$268K Buy
+15,510
New +$279K 0.02% 271

Other funds holding PFFR

Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SFC
Strategic Financial Concepts San Antonio, Texas $336M AUM 22.98% 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 22.9% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Pasadena Private Wealth
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

Fiduciary Group's PFFR Position: Q2 2026 in Review

Fiduciary Group increased its InfraCap REIT Preferred ETF (PFFR) stake by 12% in Q2 2026, buying an estimated $32K and bringing the position to 17,324 shares worth $301K. The position accounts for 0.02% of the portfolio, ranked #268.

Fiduciary Group first reported a position in PFFR in Q1 2026 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold PFFR as of Q2 2026.

  • Fiduciary Group held 17,324 shares of InfraCap REIT Preferred ETF worth $301K as of Q2 2026.
  • Fiduciary Group bought 1,814 InfraCap REIT Preferred ETF shares in Q2 2026, an estimated $32K.
  • InfraCap REIT Preferred ETF made up 0.02% of Fiduciary Group's portfolio in Q2 2026, its #268 holding.
  • Fiduciary Group first reported a position in InfraCap REIT Preferred ETF in Q1 2026 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held InfraCap REIT Preferred ETF as of Q2 2026.

Based on Fiduciary Group's 13F filing for Q2 2026, filed 10 Aug 2026.