Householder Group Estate & Retirement Specialist’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-1,984	Closed	-$45K	–	998
2024 Q3	$45K	Sell	1,984 -1,863	-48%	-$40.6K	0.01%	499
2024 Q2	$80K	Hold	3,847	–	–	0.02%	394
2024 Q1	$80.6K	Hold	3,847	–	–	0.02%	386
2023 Q4	$79K	Hold	3,847	–	–	0.03%	376
2023 Q3	$74.4K	Buy	+3,847	New	+$75.4K	0.03%	374
2023 Q1	$247K	Buy	+12,759	New	+$256K	0.09%	177
2022 Q4	–	Sell	-15,339	Closed	-$292K	–	876
2022 Q3	$292K	Sell	15,339 -850	-5%	-$18.4K	0.12%	157
2022 Q2	$342K	Buy	16,189 +2,165	+15%	+$48.7K	0.15%	139
2022 Q1	$338K	Buy	14,024 +4,943	+54%	+$119K	0.14%	148
2021 Q4	$228K	Buy	+9,081	New	+$226K	0.08%	184

Other funds holding PFFA

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 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

Householder Group Estate & Retirement Specialist's PFFA Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q4 2024, closing a stake of 1,984 shares — an estimated $45K sold.

Householder Group Estate & Retirement Specialist first reported a position in PFFA in Q4 2021 and held it in 10 quarters. The position peaked at $342K in Q2 2022. 157 funds tracked by Wall St. Rank hold PFFA as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 1,984 Virtus InfraCap US Preferred Stock ETF shares in Q4 2024, an estimated $45K.
Householder Group Estate & Retirement Specialist first reported a position in Virtus InfraCap US Preferred Stock ETF in Q4 2021 and held it in 10 quarters.
Householder Group Estate & Retirement Specialist's Virtus InfraCap US Preferred Stock ETF position peaked at $342K in Q2 2022.
157 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.