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 Q2	$5.85M	Buy	284,284 +115,234	+68%	+$2.46M	0.02%	467
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 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

Lido Advisors's PFFA Position: Q2 2026 in Review

Lido Advisors increased its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 68% in Q2 2026, buying an estimated $2.46M and bringing the position to 284,284 shares worth $5.85M. The position accounts for 0.02% of the portfolio, ranked #467.

Lido Advisors first reported a position in PFFA in Q4 2023 and has held it in 11 quarters since. 204 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

Lido Advisors held 284,284 shares of Virtus InfraCap US Preferred Stock ETF worth $5.85M as of Q2 2026.
Lido Advisors bought 115,234 Virtus InfraCap US Preferred Stock ETF shares in Q2 2026, an estimated $2.46M.
Virtus InfraCap US Preferred Stock ETF made up 0.02% of Lido Advisors's portfolio in Q2 2026, its #467 holding.
Lido Advisors first reported a position in Virtus InfraCap US Preferred Stock ETF in Q4 2023 and has held it in 11 quarters since.
204 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.