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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

Other funds holding PFFA

SAM
Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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.