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Kingswood Wealth Advisors’s InfraCap REIT Preferred ETF PFFR Stock Holding History

Kingswood Wealth Advisors’s Portfolio PFFR Stock Details PFFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$500K Buy
28,736
+12,726
+79% +$225K 0.02% 609
2026
Q1 		$276K Sell
16,010
-27,801
-63% -$499K 0.01% 743
2025
Q4 		$789K Sell
43,811
-4,978
-10% -$91.2K 0.04% 400
2025
Q3 		$912K Buy
48,789
+32,860
+206% +$608K 0.06% 326
2025
Q2 		$285K Buy
+15,929
New +$285K 0.02% 589
2024
Q4 		– Sell
-64,115
Closed -$1.27M – 876
2024
Q3 		$1.27M Buy
+64,115
New +$1.21M 0.09% 248

Other funds holding PFFR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFC
Strategic Financial Concepts San Antonio, Texas $336M AUM 22.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BW
BXM Wealth Englewood, Colorado $184M AUM 36.28% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return

Kingswood Wealth Advisors's PFFR Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its InfraCap REIT Preferred ETF (PFFR) stake by 79% in Q2 2026, buying an estimated $225K and bringing the position to 28,736 shares worth $500K. The position accounts for 0.02% of the portfolio, ranked #609.

Kingswood Wealth Advisors first reported a position in PFFR in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.27M in Q3 2024. 7 funds tracked by Wall St. Rank hold PFFR as of Q2 2026.

  • Kingswood Wealth Advisors held 28,736 shares of InfraCap REIT Preferred ETF worth $500K as of Q2 2026.
  • Kingswood Wealth Advisors bought 12,726 InfraCap REIT Preferred ETF shares in Q2 2026, an estimated $225K.
  • InfraCap REIT Preferred ETF made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #609 holding.
  • Kingswood Wealth Advisors first reported a position in InfraCap REIT Preferred ETF in Q3 2024 and has held it in 6 quarters since.
  • Kingswood Wealth Advisors's InfraCap REIT Preferred ETF position peaked at $1.27M in Q3 2024.
  • 7 funds tracked by Wall St. Rank held InfraCap REIT Preferred ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.