Glassman Wealth Services
PFFA icon

Glassman Wealth Services’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Glassman Wealth Services’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
2021
Q1 		– Sell
-1,000
Closed -$22K – 1577
2020
Q4 		$22K Hold
1,000
– – 0.01% 507
2020
Q3 		$19K Buy
+1,000
New +$19.1K 0.01% 460

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Osaic Holdings
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LPL Financial
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Jefferies Group
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Independent Financial Group
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Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $18B AUM 27.48% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Glassman Wealth Services's PFFA Position: Q1 2021 in Review

Glassman Wealth Services sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q1 2021, closing a stake of 1,000 shares — an estimated $22K sold.

Glassman Wealth Services first reported a position in PFFA in Q3 2020 and held it in 2 quarters. The position peaked at $22K in Q4 2020. 41 funds tracked by Wall St. Rank hold PFFA as of Q1 2021.

  • Glassman Wealth Services reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q1 2021 after selling out during the quarter.
  • Glassman Wealth Services sold 1,000 Virtus InfraCap US Preferred Stock ETF shares in Q1 2021, an estimated $22K.
  • Glassman Wealth Services first reported a position in Virtus InfraCap US Preferred Stock ETF in Q3 2020 and held it in 2 quarters.
  • Glassman Wealth Services's Virtus InfraCap US Preferred Stock ETF position peaked at $22K in Q4 2020.
  • 41 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q1 2021.

Based on Glassman Wealth Services's 13F filing for Q1 2021, filed 5 May 2021.