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
2026 Q2	$1.63M	Buy	+79,198	New	+$1.69M	0.02%	567
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Global Retirement Partners's PFFA Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Virtus InfraCap US Preferred Stock ETF (PFFA) in Q2 2026: 79,198 shares worth $1.63M. The stake represents 0.02% of the portfolio and ranks #567 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PFFA as recently as Q4 2025.

Global Retirement Partners first reported a position in PFFA in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.92M in Q4 2024. 204 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

Global Retirement Partners held 79,198 shares of Virtus InfraCap US Preferred Stock ETF worth $1.63M as of Q2 2026.
Virtus InfraCap US Preferred Stock ETF was a new Global Retirement Partners position in Q2 2026.
Virtus InfraCap US Preferred Stock ETF made up 0.02% of Global Retirement Partners's portfolio in Q2 2026, its #567 holding.
Global Retirement Partners first reported a position in Virtus InfraCap US Preferred Stock ETF in Q4 2023 and has held it in 9 quarters since.
Global Retirement Partners's Virtus InfraCap US Preferred Stock ETF position peaked at $3.92M in Q4 2024.
204 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.