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

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return