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Kelleher Financial Advisors’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Kelleher Financial 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
Q2 		$351K Buy
17,049
+1,602
+10% +$34.1K 0.05% 217
2026
Q1 		$315K Buy
15,447
+552
+4% +$11.9K 0.08% 158
2025
Q4 		$321K Buy
+14,895
New +$321K 0.07% 160

Other funds holding PFFA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
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 22.96% 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

Kelleher Financial Advisors's PFFA Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 10% in Q2 2026, buying an estimated $34.1K and bringing the position to 17,049 shares worth $351K. The position accounts for 0.05% of the portfolio, ranked #217.

Kelleher Financial Advisors first reported a position in PFFA in Q4 2025 and has held it in 3 quarters since. 204 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

  • Kelleher Financial Advisors held 17,049 shares of Virtus InfraCap US Preferred Stock ETF worth $351K as of Q2 2026.
  • Kelleher Financial Advisors bought 1,602 Virtus InfraCap US Preferred Stock ETF shares in Q2 2026, an estimated $34.1K.
  • Virtus InfraCap US Preferred Stock ETF made up 0.05% of Kelleher Financial Advisors's portfolio in Q2 2026, its #217 holding.
  • Kelleher Financial Advisors first reported a position in Virtus InfraCap US Preferred Stock ETF in Q4 2025 and has held it in 3 quarters since.
  • 204 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.