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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Jackson Thornton Wealth Management's PFFA Position: Q3 2025 in Review

Jackson Thornton Wealth Management sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q3 2025, closing a stake of 25,947 shares — an estimated $550K sold.

Jackson Thornton Wealth Management first reported a position in PFFA in Q4 2024 and held it in 3 quarters. The position peaked at $1.07M in Q4 2024. 170 funds tracked by Wall St. Rank hold PFFA as of Q3 2025.

  • Jackson Thornton Wealth Management reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q3 2025 after selling out during the quarter.
  • Jackson Thornton Wealth Management sold 25,947 Virtus InfraCap US Preferred Stock ETF shares in Q3 2025, an estimated $550K.
  • Jackson Thornton Wealth Management first reported a position in Virtus InfraCap US Preferred Stock ETF in Q4 2024 and held it in 3 quarters.
  • Jackson Thornton Wealth Management's Virtus InfraCap US Preferred Stock ETF position peaked at $1.07M in Q4 2024.
  • 170 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q3 2025.

Based on Jackson Thornton Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.