LPL Financial
PFFR icon

LPL Financial’s InfraCap REIT Preferred ETF PFFR Stock Holding History

LPL Financial’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
Q1 		$1.55M Buy
89,779
+15,161
+20% +$272K ﹤0.01% 3747
2025
Q4 		$1.34M Buy
74,618
+5,532
+8% +$101K ﹤0.01% 3771
2025
Q3 		$1.29M Buy
69,086
+13,590
+24% +$251K ﹤0.01% 3756
2025
Q2 		$994K Buy
55,496
+9,516
+21% +$170K ﹤0.01% 3765
2025
Q1 		$833K Sell
45,980
-33,674
-42% -$627K ﹤0.01% 3716
2024
Q4 		$1.47M Sell
79,654
-95,056
-54% -$1.84M ﹤0.01% 3161
2024
Q3 		$3.46M Buy
174,710
+11,930
+7% +$225K ﹤0.01% 2265
2024
Q2 		$2.97M Buy
162,780
+2,517
+2% +$45.9K ﹤0.01% 2266
2024
Q1 		$3M Sell
160,263
-2,863
-2% -$53.5K ﹤0.01% 2182
2023
Q4 		$3.04M Buy
163,126
+6,367
+4% +$110K ﹤0.01% 2072
2023
Q3 		$2.72M Buy
156,759
+10,879
+7% +$190K ﹤0.01% 2051
2023
Q2 		$2.59M Buy
145,880
+6,197
+4% +$105K ﹤0.01% 2030
2023
Q1 		$2.35M Buy
139,683
+1,497
+1% +$26.8K ﹤0.01% 2007
2022
Q4 		$2.31M Buy
138,186
+5,015
+4% +$84.8K ﹤0.01% 1961
2022
Q3 		$2.28M Buy
133,171
+100,186
+304% +$1.95M ﹤0.01% 1877
2022
Q2 		$630K Buy
32,985
+12,567
+62% +$251K ﹤0.01% 2996
2022
Q1 		$445K Sell
20,418
-2,805
-12% -$62.9K ﹤0.01% 3289
2021
Q4 		$550K Buy
23,223
+5,437
+31% +$130K ﹤0.01% 3193
2021
Q3 		$435K Sell
17,786
-52,254
-75% -$1.28M ﹤0.01% 3345
2021
Q2 		$1.73M Buy
70,040
+27,022
+63% +$660K ﹤0.01% 2096
2021
Q1 		$1.04M Buy
43,018
+12,138
+39% +$287K ﹤0.01% 2363
2020
Q4 		$728K Buy
30,880
+8,647
+39% +$196K ﹤0.01% 2437
2020
Q3 		$489K Sell
22,233
-552
-2% -$12K ﹤0.01% 2485
2020
Q2 		$470K Sell
22,785
-91
-0.4% -$1.82K ﹤0.01% 2447
2020
Q1 		$406K Buy
22,876
+9,091
+66% +$213K ﹤0.01% 2236
2019
Q4 		$347K Buy
13,785
+405
+3% +$10.2K ﹤0.01% 2667
2019
Q3 		$338K Buy
+13,380
New +$335K ﹤0.01% 2579

Other funds holding PFFR

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial's PFFR Position: Q1 2026 in Review

LPL Financial increased its InfraCap REIT Preferred ETF (PFFR) stake by 20% in Q1 2026, buying an estimated $272K and bringing the position to 89,779 shares worth $1.55M. The position accounts for ﹤0.01% of the portfolio, ranked #3747.

LPL Financial first reported a position in PFFR in Q3 2019 and has held it in 27 quarters since. The position peaked at $3.46M in Q3 2024. 32 funds tracked by Wall St. Rank hold PFFR as of Q1 2026.

  • LPL Financial held 89,779 shares of InfraCap REIT Preferred ETF worth $1.55M as of Q1 2026.
  • LPL Financial bought 15,161 InfraCap REIT Preferred ETF shares in Q1 2026, an estimated $272K.
  • InfraCap REIT Preferred ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3747 holding.
  • LPL Financial first reported a position in InfraCap REIT Preferred ETF in Q3 2019 and has held it in 27 quarters since.
  • LPL Financial's InfraCap REIT Preferred ETF position peaked at $3.46M in Q3 2024.
  • 32 funds tracked by Wall St. Rank held InfraCap REIT Preferred ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.