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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
Q2 		$4.48M Sell
217,583
-32,375
-13% -$690K 0.05% 268
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 $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

Foundations Investment Advisors's PFFA Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 13% in Q2 2026, selling an estimated $690K and leaving 217,583 shares worth $4.48M. The position accounts for 0.05% of the portfolio, ranked #268.

Foundations Investment Advisors first reported a position in PFFA in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.12M in Q4 2025. 204 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

  • Foundations Investment Advisors held 217,583 shares of Virtus InfraCap US Preferred Stock ETF worth $4.48M as of Q2 2026.
  • Foundations Investment Advisors sold 32,375 Virtus InfraCap US Preferred Stock ETF shares in Q2 2026, an estimated $690K.
  • Virtus InfraCap US Preferred Stock ETF made up 0.05% of Foundations Investment Advisors's portfolio in Q2 2026, its #268 holding.
  • Foundations Investment Advisors first reported a position in Virtus InfraCap US Preferred Stock ETF in Q2 2023 and has held it in 13 quarters since.
  • Foundations Investment Advisors's Virtus InfraCap US Preferred Stock ETF position peaked at $6.12M in Q4 2025.
  • 204 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.