Great Waters Wealth Management’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Great Waters Wealth 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
2026 Q2	$206K	Hold	10,000	–	–	0.02%	120
2026 Q1	$204K	Hold	10,000	–	–	0.02%	118
2025 Q4	$216K	Hold	10,000	–	–	0.02%	110
2025 Q3	$217K	Hold	10,000	–	–	0.03%	108
2025 Q2	$208K	Hold	10,000	–	–	0.03%	105
2025 Q1	$212K	Hold	10,000	–	–	0.03%	94
2024 Q4	$219K	Hold	10,000	–	–	0.03%	100
2024 Q3	$228K	Hold	10,000	–	–	0.03%	95
2024 Q2	$210K	Hold	10,000	–	–	0.03%	97
2024 Q1	$210K	Hold	10,000	–	–	0.03%	93
2023 Q4	$206K	Hold	10,000	–	–	0.04%	91
2023 Q3	$186K	Hold	10,000	–	–	0.04%	87
2023 Q2	$196K	Buy	+10,000	New	+$188K	0.04%	89

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

Great Waters Wealth Management's PFFA Position: Q2 2026 in Review

Great Waters Wealth Management held its Virtus InfraCap US Preferred Stock ETF (PFFA) position steady in Q2 2026 at 10,000 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #120.

Great Waters Wealth Management first reported a position in PFFA in Q2 2023 and has held it in 13 quarters since. The position peaked at $228K in Q3 2024. 204 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

Great Waters Wealth Management held 10,000 shares of Virtus InfraCap US Preferred Stock ETF worth $206K as of Q2 2026.
Great Waters Wealth Management left its Virtus InfraCap US Preferred Stock ETF share count unchanged in Q2 2026.
Virtus InfraCap US Preferred Stock ETF made up 0.02% of Great Waters Wealth Management's portfolio in Q2 2026, its #120 holding.
Great Waters Wealth Management first reported a position in Virtus InfraCap US Preferred Stock ETF in Q2 2023 and has held it in 13 quarters since.
Great Waters Wealth Management's Virtus InfraCap US Preferred Stock ETF position peaked at $228K in Q3 2024.
204 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

Based on Great Waters Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.