Lido Advisors
PFFA icon

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

Lido 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
Q1 		$3.44M Buy
169,050
+23,305
+16% +$500K 0.01% 543
2025
Q4 		$3.16M Hold
145,745
– – 0.01% 584
2025
Q3 		$3.16M Buy
145,745
+11,770
+9% +$255K 0.01% 561
2025
Q2 		$2.79M Buy
133,975
+2,030
+2% +$41.7K 0.01% 503
2025
Q1 		$2.8M Buy
131,945
+3,227
+3% +$70.8K 0.01% 468
2024
Q4 		$2.82M Buy
128,718
+17,305
+16% +$391K 0.01% 440
2024
Q3 		$2.54M Buy
111,413
+8,298
+8% +$181K 0.01% 420
2024
Q2 		$2.17M Buy
103,115
+9,800
+11% +$205K 0.01% 432
2024
Q1 		$1.95M Buy
93,315
+21,200
+29% +$443K 0.01% 434
2023
Q4 		$1.49M Buy
+72,115
New +$1.39M 0.01% 488

Other funds holding PFFA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Lido Advisors's PFFA Position: Q1 2026 in Review

Lido Advisors increased its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 16% in Q1 2026, buying an estimated $500K and bringing the position to 169,050 shares worth $3.44M. The position accounts for 0.01% of the portfolio, ranked #543.

Lido Advisors first reported a position in PFFA in Q4 2023 and has held it in 10 quarters since. 195 funds tracked by Wall St. Rank hold PFFA as of Q1 2026.

  • Lido Advisors held 169,050 shares of Virtus InfraCap US Preferred Stock ETF worth $3.44M as of Q1 2026.
  • Lido Advisors bought 23,305 Virtus InfraCap US Preferred Stock ETF shares in Q1 2026, an estimated $500K.
  • Virtus InfraCap US Preferred Stock ETF made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #543 holding.
  • Lido Advisors first reported a position in Virtus InfraCap US Preferred Stock ETF in Q4 2023 and has held it in 10 quarters since.
  • 195 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.