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

Magnus Financial Group’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	$403K	Hold	19,613	–	–	0.03%	270
2026 Q1	$399K	Sell	19,613 -1,200	-6%	-$25.8K	0.03%	255
2025 Q4	$449K	Hold	20,813	–	–	0.03%	274
2025 Q3	$452K	Hold	20,813	–	–	0.04%	269
2025 Q2	$434K	Buy	20,813 +1,213	+6%	+$24.9K	0.04%	252
2025 Q1	$416K	Buy	+19,600	New	+$430K	0.04%	246

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

Magnus Financial Group's PFFA Position: Q2 2026 in Review

Magnus Financial Group held its Virtus InfraCap US Preferred Stock ETF (PFFA) position steady in Q2 2026 at 19,613 shares worth $403K. The position accounts for 0.03% of the portfolio, ranked #270.

Magnus Financial Group first reported a position in PFFA in Q1 2025 and has held it in 6 quarters since. The position peaked at $452K in Q3 2025. 204 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

Magnus Financial Group held 19,613 shares of Virtus InfraCap US Preferred Stock ETF worth $403K as of Q2 2026.
Magnus Financial Group left its Virtus InfraCap US Preferred Stock ETF share count unchanged in Q2 2026.
Virtus InfraCap US Preferred Stock ETF made up 0.03% of Magnus Financial Group's portfolio in Q2 2026, its #270 holding.
Magnus Financial Group first reported a position in Virtus InfraCap US Preferred Stock ETF in Q1 2025 and has held it in 6 quarters since.
Magnus Financial Group's Virtus InfraCap US Preferred Stock ETF position peaked at $452K in Q3 2025.
204 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.