BFC Planning, Inc.’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

BFC Planning, Inc.’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	$8.6K	Buy	418 +78	+23%	+$1.66K	﹤0.01%	2442
2026 Q1	$6.93K	Hold	340	–	–	﹤0.01%	2183
2025 Q4	$7.32K	Buy	340 +316	+1,317%	+$6.82K	﹤0.01%	2196
2025 Q3	$524	Hold	24	–	–	﹤0.01%	2739
2025 Q2	$492	Buy	24 +1	+4%	+$21	﹤0.01%	2548
2025 Q1	$488	Buy	23 +1	+5%	+$22	﹤0.01%	2517
2024 Q4	$493	Buy	+22	New	+$498	﹤0.01%	2477

Other funds holding PFFA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 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 22.9% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

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

BFC Planning, Inc.'s PFFA Position: Q2 2026 in Review

BFC Planning, Inc. increased its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 23% in Q2 2026, buying an estimated $1.66K and bringing the position to 418 shares worth $8.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2442.

BFC Planning, Inc. first reported a position in PFFA in Q4 2024 and has held it in 7 quarters since. 207 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

BFC Planning, Inc. held 418 shares of Virtus InfraCap US Preferred Stock ETF worth $8.6K as of Q2 2026.
BFC Planning, Inc. bought 78 Virtus InfraCap US Preferred Stock ETF shares in Q2 2026, an estimated $1.66K.
Virtus InfraCap US Preferred Stock ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2442 holding.
BFC Planning, Inc. first reported a position in Virtus InfraCap US Preferred Stock ETF in Q4 2024 and has held it in 7 quarters since.
207 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.