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Halpern Financial’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Halpern Financial’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
-495
Closed -$12.3K – 280
2021
Q3 		$12.3K Buy
+495
New +$12.5K 0.01% 160

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

Halpern Financial's PFFA Position: Q4 2021 in Review

Halpern Financial sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q4 2021, closing a stake of 495 shares — an estimated $12.3K sold.

Halpern Financial first reported a position in PFFA in Q3 2021 and held it in 1 quarter. The position peaked at $12.3K in Q3 2021. 64 funds tracked by Wall St. Rank hold PFFA as of Q4 2021.

  • Halpern Financial reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q4 2021 after selling out during the quarter.
  • Halpern Financial sold 495 Virtus InfraCap US Preferred Stock ETF shares in Q4 2021, an estimated $12.3K.
  • Halpern Financial first reported a position in Virtus InfraCap US Preferred Stock ETF in Q3 2021 and held it in 1 quarter.
  • Halpern Financial's Virtus InfraCap US Preferred Stock ETF position peaked at $12.3K in Q3 2021.
  • 64 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q4 2021.

Based on Halpern Financial's 13F filing for Q4 2021, filed 21 Sep 2023.