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Grimes & Company’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Grimes & Company’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
Q4 		– Sell
-12,991
Closed -$323K – 311
2021
Q3 		$323K Buy
12,991
+1,665
+15% +$41.9K 0.01% 233
2021
Q2 		$285K Buy
11,326
+1,356
+14% +$33.3K 0.01% 245
2021
Q1 		$240K Buy
+9,970
New +$226K 0.01% 253

Other funds holding PFFA

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
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return
PWM
Peterson Wealth Management Sparks, Nevada $172M AUM 22.85% 1-Year Est. Return
ACM
Ascendant Capital Management Los Angeles, California $75.7M AUM 12.68% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.01B AUM 22.57% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Grimes & Company's PFFA Position: Q4 2021 in Review

Grimes & Company sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q4 2021, closing a stake of 12,991 shares — an estimated $323K sold.

Grimes & Company first reported a position in PFFA in Q1 2021 and held it in 3 quarters. The position peaked at $323K in Q3 2021. 64 funds tracked by Wall St. Rank hold PFFA as of Q4 2021.

  • Grimes & Company reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q4 2021 after selling out during the quarter.
  • Grimes & Company sold 12,991 Virtus InfraCap US Preferred Stock ETF shares in Q4 2021, an estimated $323K.
  • Grimes & Company first reported a position in Virtus InfraCap US Preferred Stock ETF in Q1 2021 and held it in 3 quarters.
  • Grimes & Company's Virtus InfraCap US Preferred Stock ETF position peaked at $323K in Q3 2021.
  • 64 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q4 2021.

Based on Grimes & Company's 13F filing for Q4 2021, filed 1 Feb 2022.