Larson Financial Group’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Larson Financial Group’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	$679	Hold	33	–	–	﹤0.01%	3419
2026 Q1	$672	Hold	33	–	–	﹤0.01%	3254
2025 Q4	$711	Buy	+33	New	+$712	﹤0.01%	3037
2025 Q2	–	Sell	-315	Closed	-$6.69K	–	3451
2025 Q1	$6.69K	Buy	315 +7	+2%	+$154	﹤0.01%	1792
2024 Q4	$6.75K	Buy	308 +7	+2%	+$158	﹤0.01%	1591
2024 Q3	$6.88K	Buy	301 +6	+2%	+$131	﹤0.01%	1606
2024 Q2	$6.2K	Buy	295 +78	+36%	+$1.63K	﹤0.01%	1391
2024 Q1	$4.55K	Hold	217	–	–	﹤0.01%	1218
2023 Q4	$4.5K	Buy	217 +90	+71%	+$1.73K	﹤0.01%	1208
2023 Q3	$2.46K	Hold	127	–	–	﹤0.01%	1323
2023 Q2	$2.5K	Hold	127	–	–	﹤0.01%	1233
2023 Q1	$2.46K	Hold	127	–	–	﹤0.01%	1215
2022 Q4	$2.31K	Buy	127 +26	+26%	+$490	﹤0.01%	1170
2022 Q3	$2K	Hold	101	–	–	﹤0.01%	1132
2022 Q2	$2K	Hold	101	–	–	﹤0.01%	1049
2022 Q1	$2K	Hold	101	–	–	﹤0.01%	928
2021 Q4	$3K	Hold	101	–	–	﹤0.01%	906
2021 Q3	$3K	Buy	101 +1	+1%	+$25	﹤0.01%	750
2021 Q2	$3K	Buy	+100	New	+$2.46K	﹤0.01%	695

Other funds holding PFFA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Larson Financial Group's PFFA Position: Q2 2026 in Review

Larson Financial Group held its Virtus InfraCap US Preferred Stock ETF (PFFA) position steady in Q2 2026 at 33 shares worth $679. The position accounts for ﹤0.01% of the portfolio, ranked #3419.

Larson Financial Group first reported a position in PFFA in Q2 2021 and has held it in 19 quarters since. The position peaked at $6.88K in Q3 2024. 204 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

Larson Financial Group held 33 shares of Virtus InfraCap US Preferred Stock ETF worth $679 as of Q2 2026.
Larson Financial Group left its Virtus InfraCap US Preferred Stock ETF share count unchanged in Q2 2026.
Virtus InfraCap US Preferred Stock ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3419 holding.
Larson Financial Group first reported a position in Virtus InfraCap US Preferred Stock ETF in Q2 2021 and has held it in 19 quarters since.
Larson Financial Group's Virtus InfraCap US Preferred Stock ETF position peaked at $6.88K in Q3 2024.
204 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

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