GRP
PFFA icon

Global Retirement Partners’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Global Retirement Partners’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
2025
Q4 		$1.73M Sell
80,463
-30,954
-28% -$668K 0.03% 471
2025
Q3 		$2.42M Sell
111,417
-7,495
-6% -$162K 0.05% 313
2025
Q2 		$2.48M Buy
+118,912
New +$2.44M 0.06% 285
2024
Q4 		$3.92M Buy
178,887
+144,918
+427% +$3.28M 0.11% 181
2024
Q3 		$776K Sell
33,969
-2,269
-6% -$49.5K 0.02% 507
2024
Q2 		$762K Buy
36,238
+35,210
+3,425% +$735K 0.02% 498
2024
Q1 		$21.5K Sell
1,028
-698
-40% -$14.6K ﹤0.01% 1778
2023
Q4 		$36.1K Buy
+1,726
New +$33.2K ﹤0.01% 1506

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
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
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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