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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

Financial Gravity Companies's PFFA Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Virtus InfraCap US Preferred Stock ETF (PFFA) in Q2 2025: 83,333 shares worth $1.74M. The stake represents 0.34% of the portfolio and ranks #68 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in PFFA as recently as Q4 2024.

Financial Gravity Companies first reported a position in PFFA in Q4 2024 and has held it in 2 quarters since. 151 funds tracked by Wall St. Rank hold PFFA as of Q2 2025.

  • Financial Gravity Companies held 83,333 shares of Virtus InfraCap US Preferred Stock ETF worth $1.74M as of Q2 2025.
  • Virtus InfraCap US Preferred Stock ETF was a new Financial Gravity Companies position in Q2 2025.
  • Virtus InfraCap US Preferred Stock ETF made up 0.34% of Financial Gravity Companies's portfolio in Q2 2025, its #68 holding.
  • Financial Gravity Companies first reported a position in Virtus InfraCap US Preferred Stock ETF in Q4 2024 and has held it in 2 quarters since.
  • 151 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.