Jones Financial Companies
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Jones Financial Companies’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Jones Financial Companies’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 		– Sell
-104
Closed -$2.12K – 5127
2026
Q1 		$2.12K Buy
+104
New +$2.23K ﹤0.01% 4136
2025
Q4 		– Sell
-140
Closed -$3.07K – 4555
2025
Q3 		$3.07K Buy
+140
New +$3.03K ﹤0.01% 3549
2025
Q1 		– Sell
-612
Closed -$13.4K – 3823
2024
Q4 		$13.4K Buy
+612
New +$13.8K ﹤0.01% 2411

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Cambridge Investment Research Advisors
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MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Jones Financial Companies's PFFA Position: Q2 2026 in Review

Jones Financial Companies sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q2 2026, closing a stake of 104 shares — an estimated $2.12K sold.

Jones Financial Companies first reported a position in PFFA in Q4 2024 and held it in 3 quarters. The position peaked at $13.4K in Q4 2024. 205 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

  • Jones Financial Companies reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q2 2026 after selling out during the quarter.
  • Jones Financial Companies sold 104 Virtus InfraCap US Preferred Stock ETF shares in Q2 2026, an estimated $2.12K.
  • Jones Financial Companies first reported a position in Virtus InfraCap US Preferred Stock ETF in Q4 2024 and held it in 3 quarters.
  • Jones Financial Companies's Virtus InfraCap US Preferred Stock ETF position peaked at $13.4K in Q4 2024.
  • 205 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.