HFO
PFFA icon

Heritage Family Offices’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Heritage Family Offices’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 		– Sell
-27,990
Closed -$570K – 250
2026
Q1 		$570K Buy
+27,990
New +$601K 0.25% 93

Other funds holding PFFA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Heritage Family Offices's PFFA Position: Q2 2026 in Review

Heritage Family Offices sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q2 2026, closing a stake of 27,990 shares — an estimated $570K sold.

Heritage Family Offices first reported a position in PFFA in Q1 2026 and held it in 1 quarter. The position peaked at $570K in Q1 2026. 205 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

  • Heritage Family Offices reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q2 2026 after selling out during the quarter.
  • Heritage Family Offices sold 27,990 Virtus InfraCap US Preferred Stock ETF shares in Q2 2026, an estimated $570K.
  • Heritage Family Offices first reported a position in Virtus InfraCap US Preferred Stock ETF in Q1 2026 and held it in 1 quarter.
  • Heritage Family Offices's Virtus InfraCap US Preferred Stock ETF position peaked at $570K in Q1 2026.
  • 205 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.