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PFFA icon

Geneos Wealth Management’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Geneos Wealth Management’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 		$92K Buy
4,519
+1,061
+31% +$22.8K ﹤0.01% 1199
2025
Q4 		$74.5K Buy
3,458
+855
+33% +$18.5K ﹤0.01% 1254
2025
Q3 		$56.5K Buy
2,603
+800
+44% +$17.3K ﹤0.01% 1339
2025
Q2 		$37.6K Sell
1,803
-803
-31% -$16.5K ﹤0.01% 1721
2025
Q1 		$55.3K Buy
2,606
+1,303
+100% +$28.6K ﹤0.01% 1868
2024
Q4 		$28.5K Buy
+1,303
New +$29.5K ﹤0.01% 1563
2022
Q3 		– Sell
-1,945
Closed -$41K – 2432
2022
Q2 		$41K Hold
1,945
– – ﹤0.01% 1374
2022
Q1 		$46K Hold
1,945
– – ﹤0.01% 1429
2021
Q4 		$48K Hold
1,945
– – ﹤0.01% 1501
2021
Q3 		$48K Hold
1,945
– – ﹤0.01% 1514
2021
Q2 		$49K Hold
1,945
– – ﹤0.01% 1489
2021
Q1 		$47K Sell
1,945
-405
-17% -$9.16K ﹤0.01% 1669
2020
Q4 		$56K Buy
+2,350
New +$48.8K ﹤0.01% 1403

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