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 Q3	$934K	Sell	47,314 -4,227	-8%	-$87.6K	0.07%	76
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 $468B AUM 17.69% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $175M AUM 9.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

GAMC

Garner Asset Management Corp Plano, Texas $303M AUM 33.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $11.6B AUM 26.87% 1-Year Est. Return

Jackson Thornton Wealth Management's PFFA Position: Q3 2026 in Review

Jackson Thornton Wealth Management reduced its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 8.2% in Q3 2026, selling an estimated $87.6K and leaving 47,314 shares worth $934K. The position accounts for 0.07% of the portfolio, ranked #76.

Jackson Thornton Wealth Management first reported a position in PFFA in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.07M in Q4 2024. 186 funds tracked by Wall St. Rank hold PFFA as of Q3 2026.

Jackson Thornton Wealth Management held 47,314 shares of Virtus InfraCap US Preferred Stock ETF worth $934K as of Q3 2026.
Jackson Thornton Wealth Management sold 4,227 Virtus InfraCap US Preferred Stock ETF shares in Q3 2026, an estimated $87.6K.
Virtus InfraCap US Preferred Stock ETF made up 0.07% of Jackson Thornton Wealth Management's portfolio in Q3 2026, its #76 holding.
Jackson Thornton Wealth Management first reported a position in Virtus InfraCap US Preferred Stock ETF in Q4 2024 and has held it in 5 quarters since.
Jackson Thornton Wealth Management's Virtus InfraCap US Preferred Stock ETF position peaked at $1.07M in Q4 2024.
186 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q3 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.