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Integrated Wealth Concepts’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Integrated Wealth Concepts’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
Q1 		$408K Buy
20,060
+5,752
+40% +$124K ﹤0.01% 1665
2025
Q4 		$308K Sell
14,308
-12,416
-46% -$268K ﹤0.01% 1306
2025
Q3 		$580K Buy
26,724
+695
+3% +$15.1K 0.01% 1269
2025
Q2 		$542K Buy
+26,029
New +$535K 0.01% 1225

Other funds holding PFFA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Integrated Wealth Concepts's PFFA Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 40% in Q1 2026, buying an estimated $124K and bringing the position to 20,060 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #1665.

Integrated Wealth Concepts first reported a position in PFFA in Q2 2025 and has held it in 4 quarters since. The position peaked at $580K in Q3 2025. 195 funds tracked by Wall St. Rank hold PFFA as of Q1 2026.

  • Integrated Wealth Concepts held 20,060 shares of Virtus InfraCap US Preferred Stock ETF worth $408K as of Q1 2026.
  • Integrated Wealth Concepts bought 5,752 Virtus InfraCap US Preferred Stock ETF shares in Q1 2026, an estimated $124K.
  • Virtus InfraCap US Preferred Stock ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1665 holding.
  • Integrated Wealth Concepts first reported a position in Virtus InfraCap US Preferred Stock ETF in Q2 2025 and has held it in 4 quarters since.
  • Integrated Wealth Concepts's Virtus InfraCap US Preferred Stock ETF position peaked at $580K in Q3 2025.
  • 195 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.