JWCA
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J.W. Cole Advisors’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

J.W. Cole Advisors’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 		$371K Sell
18,214
-52,647
-74% -$1.13M 0.01% 572
2025
Q4 		$1.53M Sell
70,861
-2,278
-3% -$49.2K 0.04% 492
2025
Q3 		$1.59M Buy
73,139
+546
+0.8% +$11.8K 0.03% 548
2025
Q2 		$1.51M Buy
72,593
+4,056
+6% +$83.3K 0.03% 522
2025
Q1 		$1.45M Buy
68,537
+22,671
+49% +$497K 0.05% 406
2024
Q4 		$1M Buy
45,866
+5,703
+14% +$129K 0.04% 413
2024
Q3 		$917K Buy
40,163
+22,404
+126% +$489K 0.04% 415
2024
Q2 		$373K Buy
+17,759
New +$371K 0.02% 623

Other funds holding PFFA

LPL Financial
LPL Financial San Diego, California $376B 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 $528B 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