Financial Gravity Companies’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Financial Gravity Companies’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	$1.48M	Buy	+71,864	New	+$1.53M	0.24%	72
2025 Q2	$1.74M	Buy	+83,333	New	+$1.71M	0.34%	68
2024 Q4	$1.67M	Buy	+76,448	New	+$1.73M	0.38%	65

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

Financial Gravity Companies's PFFA Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Virtus InfraCap US Preferred Stock ETF (PFFA) in Q2 2026: 71,864 shares worth $1.48M. The stake represents 0.24% of the portfolio and ranks #72 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in PFFA as recently as Q2 2025.

Financial Gravity Companies first reported a position in PFFA in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.74M in Q2 2025. 204 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

Financial Gravity Companies held 71,864 shares of Virtus InfraCap US Preferred Stock ETF worth $1.48M as of Q2 2026.
Virtus InfraCap US Preferred Stock ETF was a new Financial Gravity Companies position in Q2 2026.
Virtus InfraCap US Preferred Stock ETF made up 0.24% of Financial Gravity Companies's portfolio in Q2 2026, its #72 holding.
Financial Gravity Companies first reported a position in Virtus InfraCap US Preferred Stock ETF in Q4 2024 and has held it in 3 quarters since.
Financial Gravity Companies's Virtus InfraCap US Preferred Stock ETF position peaked at $1.74M in Q2 2025.
204 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.