IFP Advisors’s InfraCap REIT Preferred ETF PFFR Stock Holding History

IFP Advisors’s Portfolio PFFR Stock Details PFFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-10,500	Closed	-$182K	–	3254
2023 Q3	$182K	Hold	10,500	–	–	0.01%	1009
2023 Q2	$187K	Hold	10,500	–	–	0.01%	1054
2023 Q1	$256K	Buy	+10,500	New	+$188K	0.01%	847

Other funds holding PFFR

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

Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

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

FirstPurpose Wealth Orem, Utah $276M AUM 19.3% 1-Year Est. Return

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

Eudaimonia Partners Winchester, Tennessee $420M AUM 27.21% 1-Year Est. Return

Eudaimonia Advisors Winchester, Tennessee $188M AUM 21.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IFP Advisors's PFFR Position: Q4 2023 in Review

IFP Advisors sold out of InfraCap REIT Preferred ETF (PFFR) in Q4 2023, closing a stake of 10,500 shares — an estimated $182K sold.

IFP Advisors first reported a position in PFFR in Q1 2023 and held it in 3 quarters. The position peaked at $256K in Q1 2023. 20 funds tracked by Wall St. Rank hold PFFR as of Q4 2023.

IFP Advisors reported no remaining InfraCap REIT Preferred ETF position as of Q4 2023 after selling out during the quarter.
IFP Advisors sold 10,500 InfraCap REIT Preferred ETF shares in Q4 2023, an estimated $182K.
IFP Advisors first reported a position in InfraCap REIT Preferred ETF in Q1 2023 and held it in 3 quarters.
IFP Advisors's InfraCap REIT Preferred ETF position peaked at $256K in Q1 2023.
20 funds tracked by Wall St. Rank held InfraCap REIT Preferred ETF as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.