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International Assets Investment Management’s InfraCap REIT Preferred ETF PFFR Stock Holding History

International Assets Investment Management’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
2024
Q4 		– Sell
-757
Closed -$15K – 1571
2024
Q3 		$15K Buy
+757
New +$14.3K ﹤0.01% 1455

Other funds holding PFFR

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 22.9% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

International Assets Investment Management's PFFR Position: Q4 2024 in Review

International Assets Investment Management sold out of InfraCap REIT Preferred ETF (PFFR) in Q4 2024, closing a stake of 757 shares — an estimated $15K sold.

International Assets Investment Management first reported a position in PFFR in Q3 2024 and held it in 1 quarter. The position peaked at $15K in Q3 2024. 25 funds tracked by Wall St. Rank hold PFFR as of Q4 2024.

  • International Assets Investment Management reported no remaining InfraCap REIT Preferred ETF position as of Q4 2024 after selling out during the quarter.
  • International Assets Investment Management sold 757 InfraCap REIT Preferred ETF shares in Q4 2024, an estimated $15K.
  • International Assets Investment Management first reported a position in InfraCap REIT Preferred ETF in Q3 2024 and held it in 1 quarter.
  • International Assets Investment Management's InfraCap REIT Preferred ETF position peaked at $15K in Q3 2024.
  • 25 funds tracked by Wall St. Rank held InfraCap REIT Preferred ETF as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.