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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
Q2 		$500K Buy
24,319
+4,259
+21% +$90.8K ﹤0.01% 1650
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 $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

Integrated Wealth Concepts's PFFA Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 21% in Q2 2026, buying an estimated $90.8K and bringing the position to 24,319 shares worth $500K. The position accounts for ﹤0.01% of the portfolio, ranked #1650.

Integrated Wealth Concepts first reported a position in PFFA in Q2 2025 and has held it in 5 quarters since. The position peaked at $580K in Q3 2025. 205 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

  • Integrated Wealth Concepts held 24,319 shares of Virtus InfraCap US Preferred Stock ETF worth $500K as of Q2 2026.
  • Integrated Wealth Concepts bought 4,259 Virtus InfraCap US Preferred Stock ETF shares in Q2 2026, an estimated $90.8K.
  • Virtus InfraCap US Preferred Stock ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1650 holding.
  • Integrated Wealth Concepts first reported a position in Virtus InfraCap US Preferred Stock ETF in Q2 2025 and has held it in 5 quarters since.
  • Integrated Wealth Concepts's Virtus InfraCap US Preferred Stock ETF position peaked at $580K in Q3 2025.
  • 205 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.