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

Independent Financial Group’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 		$3.92M Buy
190,749
+5,183
+3% +$110K 0.07% 261
2026
Q1 		$3.78M Sell
185,566
-8,013
-4% -$172K 0.08% 231
2025
Q4 		$4.17M Buy
193,579
+2,156
+1% +$46.5K 0.09% 202
2025
Q3 		$4.16M Buy
191,423
+9,371
+5% +$203K 0.1% 187
2025
Q2 		$3.79M Buy
182,052
+32,442
+22% +$667K 0.1% 190
2025
Q1 		$3.17M Buy
149,610
+6,783
+5% +$149K 0.11% 190
2024
Q4 		$3.13M Sell
142,827
-1,550
-1% -$35.1K 0.1% 191
2024
Q3 		$3.3M Buy
144,377
+600
+0.4% +$13.1K 0.12% 168
2024
Q2 		$3.02M Sell
143,777
-257
-0.2% -$5.37K 0.12% 157
2024
Q1 		$3.02M Buy
144,034
+500
+0.3% +$10.4K 0.14% 146
2023
Q4 		$2.97M Buy
143,534
+27,176
+23% +$522K 0.16% 138
2023
Q3 		$2.25M Buy
116,358
+9,701
+9% +$190K 0.15% 150
2023
Q2 		$2.09M Buy
106,657
+1,769
+2% +$33.3K 0.14% 153
2023
Q1 		$2.03M Buy
104,888
+8,720
+9% +$175K 0.16% 140
2022
Q4 		$1.74M Sell
96,168
-5,042
-5% -$95.1K 0.15% 140
2022
Q3 		$1.93M Sell
101,210
-343
-0.3% -$7.41K 0.17% 115
2022
Q2 		$2.14M Sell
101,553
-5,582
-5% -$126K 0.23% 99
2022
Q1 		$2.58M Buy
107,135
+1,371
+1% +$32.9K 0.21% 97
2021
Q4 		$2.66M Buy
105,764
+739
+0.7% +$18.4K 0.22% 100
2021
Q3 		$2.61M Buy
105,025
+9,360
+10% +$236K 0.27% 83
2021
Q2 		$2.4M Buy
95,665
+5,201
+6% +$128K 0.25% 86
2021
Q1 		$2.18M Buy
90,464
+15,314
+20% +$346K 0.28% 83
2020
Q4 		$1.65M Buy
75,150
+36,200
+93% +$751K 0.24% 99
2020
Q3 		$749K Buy
+38,950
New +$743K 0.14% 164

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 22.96% 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

Independent Financial Group's PFFA Position: Q2 2026 in Review

Independent Financial Group increased its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 2.8% in Q2 2026, buying an estimated $110K and bringing the position to 190,749 shares worth $3.92M. The position accounts for 0.07% of the portfolio, ranked #261.

Independent Financial Group first reported a position in PFFA in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.17M in Q4 2025. 204 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

  • Independent Financial Group held 190,749 shares of Virtus InfraCap US Preferred Stock ETF worth $3.92M as of Q2 2026.
  • Independent Financial Group bought 5,183 Virtus InfraCap US Preferred Stock ETF shares in Q2 2026, an estimated $110K.
  • Virtus InfraCap US Preferred Stock ETF made up 0.07% of Independent Financial Group's portfolio in Q2 2026, its #261 holding.
  • Independent Financial Group first reported a position in Virtus InfraCap US Preferred Stock ETF in Q3 2020 and has held it in 24 quarters since.
  • Independent Financial Group's Virtus InfraCap US Preferred Stock ETF position peaked at $4.17M in Q4 2025.
  • 204 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.