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Laurel Wealth Advisors (North Carolina)’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2021
Q3 		– Sell
-165
Closed -$4K – 720
2021
Q2 		$4K Buy
165
+63
+62% +$1.55K ﹤0.01% 576
2021
Q1 		$2K Buy
102
+2
+2% +$45 ﹤0.01% 616
2020
Q4 		$2K Buy
+100
New +$2.08K ﹤0.01% 551

Other funds holding PFFA

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PWM
Peterson Wealth Management Sparks, Nevada $172M AUM 22.85% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
ACM
Ascendant Capital Management Los Angeles, California $75.7M AUM 12.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s PFFA Position: Q3 2021 in Review

Laurel Wealth Advisors (North Carolina) sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q3 2021, closing a stake of 165 shares — an estimated $4K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in PFFA in Q4 2020 and held it in 3 quarters. The position peaked at $4K in Q2 2021. 63 funds tracked by Wall St. Rank hold PFFA as of Q3 2021.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q3 2021 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 165 Virtus InfraCap US Preferred Stock ETF shares in Q3 2021, an estimated $4K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Virtus InfraCap US Preferred Stock ETF in Q4 2020 and held it in 3 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Virtus InfraCap US Preferred Stock ETF position peaked at $4K in Q2 2021.
  • 63 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q3 2021.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2021, filed 12 Nov 2021.