Institute for Wealth Management’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Institute for Wealth Management’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	$2.89K	Buy	+141	New	+$3K	﹤0.01%	1539

Other funds holding PFFA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Institute for Wealth Management's PFFA Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Virtus InfraCap US Preferred Stock ETF (PFFA) in Q2 2026: 141 shares worth $2.89K. The stake represents ﹤0.01% of the portfolio and ranks #1539 among its holdings.

136 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

Institute for Wealth Management held 141 shares of Virtus InfraCap US Preferred Stock ETF worth $2.89K as of Q2 2026.
Virtus InfraCap US Preferred Stock ETF was a new Institute for Wealth Management position in Q2 2026.
Virtus InfraCap US Preferred Stock ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1539 holding.
136 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.