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

GeoWealth 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
2024
Q4 		– Sell
-2,621
Closed -$59.8K – 1862
2024
Q3 		$59.8K Buy
+2,621
New +$57.2K ﹤0.01% 1022

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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 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

GeoWealth Management's PFFA Position: Q4 2024 in Review

GeoWealth Management sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q4 2024, closing a stake of 2,621 shares — an estimated $59.8K sold.

GeoWealth Management first reported a position in PFFA in Q3 2024 and held it in 1 quarter. The position peaked at $59.8K in Q3 2024. 157 funds tracked by Wall St. Rank hold PFFA as of Q4 2024.

  • GeoWealth Management reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q4 2024 after selling out during the quarter.
  • GeoWealth Management sold 2,621 Virtus InfraCap US Preferred Stock ETF shares in Q4 2024, an estimated $59.8K.
  • GeoWealth Management first reported a position in Virtus InfraCap US Preferred Stock ETF in Q3 2024 and held it in 1 quarter.
  • GeoWealth Management's Virtus InfraCap US Preferred Stock ETF position peaked at $59.8K in Q3 2024.
  • 157 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q4 2024.

Based on GeoWealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.