Jackson Thornton Wealth Management’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Jackson Thornton Wealth 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	$1.06M	Buy	+51,541	New	+$1.1M	0.08%	67
2025 Q3	–	Sell	-25,947	Closed	-$550K	–	289
2025 Q2	$550K	Sell	25,947 -22,001	-46%	-$452K	0.06%	50
2025 Q1	$966K	Sell	47,948 -1,052	-2%	-$23.1K	0.13%	37
2024 Q4	$1.07M	Buy	+49,000	New	+$1.11M	0.14%	36

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

Jackson Thornton Wealth Management's PFFA Position: Q2 2026 in Review

Jackson Thornton Wealth Management opened a new position in Virtus InfraCap US Preferred Stock ETF (PFFA) in Q2 2026: 51,541 shares worth $1.06M. The stake represents 0.08% of the portfolio and ranks #67 among its holdings. This is a return to the name: Jackson Thornton Wealth Management previously reported a position in PFFA as recently as Q2 2025.

Jackson Thornton Wealth Management first reported a position in PFFA in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.07M in Q4 2024. 204 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

Jackson Thornton Wealth Management held 51,541 shares of Virtus InfraCap US Preferred Stock ETF worth $1.06M as of Q2 2026.
Virtus InfraCap US Preferred Stock ETF was a new Jackson Thornton Wealth Management position in Q2 2026.
Virtus InfraCap US Preferred Stock ETF made up 0.08% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #67 holding.
Jackson Thornton Wealth Management first reported a position in Virtus InfraCap US Preferred Stock ETF in Q4 2024 and has held it in 4 quarters since.
Jackson Thornton Wealth Management's Virtus InfraCap US Preferred Stock ETF position peaked at $1.07M in Q4 2024.
204 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.