Lido Advisors’s InfraCap REIT Preferred ETF PFFR Stock Holding History

Lido 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	$574K	Hold	32,960	–	–	﹤0.01%	1390
2026 Q1	$569K	Buy	32,960 +22,160	+205%	+$398K	﹤0.01%	1236
2025 Q4	$202K	Hold	10,800	–	–	﹤0.01%	1772
2025 Q3	$202K	Hold	10,800	–	–	﹤0.01%	1676
2025 Q2	$193K	Buy	+10,800	New	+$193K	﹤0.01%	1529

Other funds holding PFFR

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

PPW

Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

Lido Advisors's PFFR Position: Q2 2026 in Review

Lido Advisors held its InfraCap REIT Preferred ETF (PFFR) position steady in Q2 2026 at 32,960 shares worth $574K. The position accounts for ﹤0.01% of the portfolio, ranked #1390.

Lido Advisors first reported a position in PFFR in Q2 2025 and has held it in 5 quarters since. 35 funds tracked by Wall St. Rank hold PFFR as of Q2 2026.

Lido Advisors held 32,960 shares of InfraCap REIT Preferred ETF worth $574K as of Q2 2026.
Lido Advisors left its InfraCap REIT Preferred ETF share count unchanged in Q2 2026.
InfraCap REIT Preferred ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1390 holding.
Lido Advisors first reported a position in InfraCap REIT Preferred ETF in Q2 2025 and has held it in 5 quarters since.
35 funds tracked by Wall St. Rank held InfraCap REIT Preferred ETF as of Q2 2026.

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