HSA
PFFA icon

HBK Sorce Advisory’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

HBK Sorce Advisory’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
2025
Q2 		– Sell
-10,000
Closed -$212K – 621
2025
Q1 		$212K Buy
+10,000
New +$219K 0.01% 525

Other funds holding PFFA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

HBK Sorce Advisory's PFFA Position: Q2 2025 in Review

HBK Sorce Advisory sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q2 2025, closing a stake of 10,000 shares — an estimated $212K sold.

HBK Sorce Advisory first reported a position in PFFA in Q1 2025 and held it in 1 quarter. The position peaked at $212K in Q1 2025. 151 funds tracked by Wall St. Rank hold PFFA as of Q2 2025.

  • HBK Sorce Advisory reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q2 2025 after selling out during the quarter.
  • HBK Sorce Advisory sold 10,000 Virtus InfraCap US Preferred Stock ETF shares in Q2 2025, an estimated $212K.
  • HBK Sorce Advisory first reported a position in Virtus InfraCap US Preferred Stock ETF in Q1 2025 and held it in 1 quarter.
  • HBK Sorce Advisory's Virtus InfraCap US Preferred Stock ETF position peaked at $212K in Q1 2025.
  • 151 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2025.

Based on HBK Sorce Advisory's 13F filing for Q2 2025, filed 4 Aug 2025.