LPL Financial
PFFA icon

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

LPL Financial’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 		$44.1M Buy
2,144,834
+119,881
+6% +$2.55M 0.01% 1080
2026
Q1 		$41.2M Sell
2,024,953
-1,553,692
-43% -$33.4M 0.01% 1019
2025
Q4 		$77.1M Buy
3,578,645
+144,207
+4% +$3.11M 0.02% 665
2025
Q3 		$74.6M Buy
3,434,438
+982,306
+40% +$21.3M 0.02% 655
2025
Q2 		$51.1M Sell
2,452,132
-96,974
-4% -$1.99M 0.02% 754
2025
Q1 		$54.1M Buy
2,549,106
+539,484
+27% +$11.8M 0.02% 656
2024
Q4 		$44M Buy
2,009,622
+258,904
+15% +$5.85M 0.02% 714
2024
Q3 		$40M Buy
1,750,718
+270,997
+18% +$5.91M 0.02% 714
2024
Q2 		$31.1M Buy
1,479,721
+212,973
+17% +$4.45M 0.02% 765
2024
Q1 		$26.5M Buy
1,266,748
+179,813
+17% +$3.75M 0.01% 809
2023
Q4 		$22.5M Buy
1,086,935
+294,320
+37% +$5.65M 0.01% 833
2023
Q3 		$15.3M Buy
792,615
+294,929
+59% +$5.78M 0.01% 929
2023
Q2 		$9.77M Buy
497,686
+81,207
+19% +$1.53M 0.01% 1154
2023
Q1 		$8.05M Buy
416,479
+63,258
+18% +$1.27M 0.01% 1226
2022
Q4 		$6.41M Sell
353,221
-91,205
-21% -$1.72M 0.01% 1298
2022
Q3 		$8.46M Sell
444,426
-102,014
-19% -$2.21M 0.01% 1048
2022
Q2 		$11.5M Buy
546,440
+109,315
+25% +$2.46M 0.01% 895
2022
Q1 		$10.5M Buy
437,125
+72,797
+20% +$1.75M 0.01% 962
2021
Q4 		$9.15M Buy
364,328
+100,247
+38% +$2.5M 0.01% 1074
2021
Q3 		$6.57M Buy
264,081
+2,567
+1% +$64.6K 0.01% 1206
2021
Q2 		$6.57M Buy
261,514
+39,661
+18% +$975K 0.01% 1160
2021
Q1 		$5.34M Buy
221,853
+79,722
+56% +$1.8M 0.01% 1193
2020
Q4 		$3.13M Buy
142,131
+46,957
+49% +$974K ﹤0.01% 1397
2020
Q3 		$1.83M Buy
95,174
+14,582
+18% +$278K ﹤0.01% 1518
2020
Q2 		$1.45M Sell
80,592
-5,750
-7% -$96.7K ﹤0.01% 1564
2020
Q1 		$1.1M Buy
86,342
+33,692
+64% +$773K ﹤0.01% 1560
2019
Q4 		$1.39M Buy
52,650
+36,178
+220% +$955K ﹤0.01% 1619
2019
Q3 		$434K Buy
+16,472
New +$430K ﹤0.01% 2372

Other funds holding PFFA

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

LPL Financial's PFFA Position: Q2 2026 in Review

LPL Financial increased its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 5.9% in Q2 2026, buying an estimated $2.55M and bringing the position to 2,144,834 shares worth $44.1M. The position accounts for 0.01% of the portfolio, ranked #1080.

LPL Financial first reported a position in PFFA in Q3 2019 and has held it in 28 quarters since. The position peaked at $77.1M in Q4 2025. 204 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

  • LPL Financial held 2,144,834 shares of Virtus InfraCap US Preferred Stock ETF worth $44.1M as of Q2 2026.
  • LPL Financial bought 119,881 Virtus InfraCap US Preferred Stock ETF shares in Q2 2026, an estimated $2.55M.
  • Virtus InfraCap US Preferred Stock ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1080 holding.
  • LPL Financial first reported a position in Virtus InfraCap US Preferred Stock ETF in Q3 2019 and has held it in 28 quarters since.
  • LPL Financial's Virtus InfraCap US Preferred Stock ETF position peaked at $77.1M in Q4 2025.
  • 204 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.