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Foundations Investment Advisors’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Foundations Investment 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
Q1 		$5.09M Sell
249,958
-34,113
-12% -$733K 0.06% 218
2025
Q4 		$6.12M Buy
284,071
+28,499
+11% +$615K 0.08% 193
2025
Q3 		$5.55M Buy
255,572
+10,894
+4% +$236K 0.08% 192
2025
Q2 		$5.1M Sell
244,678
-24,347
-9% -$500K 0.08% 196
2025
Q1 		$5.71M Buy
269,025
+6,385
+2% +$140K 0.11% 185
2024
Q4 		$5.75M Buy
262,640
+48,921
+23% +$1.11M 0.11% 167
2024
Q3 		$4.88M Buy
213,719
+21,729
+11% +$474K 0.1% 167
2024
Q2 		$4.04M Buy
191,990
+18,809
+11% +$393K 0.1% 163
2024
Q1 		$3.63M Buy
173,181
+7,061
+4% +$147K 0.1% 169
2023
Q4 		$3.5M Buy
166,120
+17,403
+12% +$334K 0.09% 160
2023
Q3 		$2.88M Buy
148,717
+20,284
+16% +$397K 0.09% 176
2023
Q2 		$2.52M Buy
+128,433
New +$2.41M 0.08% 166

Other funds holding PFFA

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return