Investment Partners Asset Management’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Investment Partners Asset 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	$2.37M	Buy	115,046 +11,788	+11%	+$251K	1.32%	19
2026 Q1	$2.1M	Buy	103,258 +37,182	+56%	+$798K	1.3%	20
2025 Q4	$1.42M	Buy	66,076 +40,191	+155%	+$867K	0.89%	26
2025 Q3	$562K	Buy	+25,885	New	+$561K	0.37%	81

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

Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Investment Partners Asset Management's PFFA Position: Q2 2026 in Review

Investment Partners Asset Management increased its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 11% in Q2 2026, buying an estimated $251K and bringing the position to 115,046 shares worth $2.37M. The position accounts for 1.32% of the portfolio, ranked #19.

Investment Partners Asset Management first reported a position in PFFA in Q3 2025 and has held it in 4 quarters since. 204 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

Investment Partners Asset Management held 115,046 shares of Virtus InfraCap US Preferred Stock ETF worth $2.37M as of Q2 2026.
Investment Partners Asset Management bought 11,788 Virtus InfraCap US Preferred Stock ETF shares in Q2 2026, an estimated $251K.
Virtus InfraCap US Preferred Stock ETF made up 1.32% of Investment Partners Asset Management's portfolio in Q2 2026, its #19 holding.
Investment Partners Asset Management first reported a position in Virtus InfraCap US Preferred Stock ETF in Q3 2025 and has held it in 4 quarters since.
204 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.